Connect Trengo and Close to Build Intelligent Automations

Choose a Trigger

Trengo

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Trengo and Close automations

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 Trengo integrations.

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Trengo and Close?

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

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

Absolutely. You can customize how Trengo 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 Trengo and Close?

The data sync between Trengo 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 Trengo 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 Trengo and Close?

Yes, you can set conditional logic to control the flow of data between Trengo 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.

Trengo

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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