Connect Tookan and Close to Build Intelligent Automations

Choose a Trigger

Tookan

When this happens...

Choose an Action

Close

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Tookan integrations.

Create a Pickup and Delivery Task

Create a Pickup and Delivery Task

Creates a Pick and Delivery Task.

Create a Pickup Task

Create a Pickup Task

Create a new Pick Up Task.

Create an Appointment Task

Create an Appointment Task

Create an Appointment Task.

Create an FOS Workflow Task

Create an FOS Workflow Task

Creates an FOS workflow Task.

Create a Team

Create a Team

Create a New Team.

Create a Manager

Create a Manager

Creates a Manager.

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Frequently Asked Questions

How do I start an integration between Tookan and Close?

To start, connect both your Tookan and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Tookan triggers actions in Close (or vice versa).

Can we customize how data from Tookan is recorded in Close?

Absolutely. You can customize how Tookan data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tookan and Close?

The data sync between Tookan and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tookan to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tookan and Close?

Yes, you can set conditional logic to control the flow of data between Tookan and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Tookan

About Tookan

Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.

Learn More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More