Connect Trint and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transcript
Verified Transcript
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Trint and Close automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transcript
Triggers when new transcript is ready.
Verified Transcript
Triggers when transcript is fully editor approved(verified).
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Trint integrations.
Create Folder
Creates a new folder in the Trint account to organize files.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
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Frequently Asked Questions
To start, connect both your Trint and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Trint triggers actions in Close (or vice versa).
Absolutely. You can customize how Trint 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.
The data sync between Trint and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Trint 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.
About Trint
Automate transcription and content management workflows with Trint, leveraging advanced speech-to-text technology to convert audio and video files into searchable, editable text.
Learn MoreAbout 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.
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