Connect Truffle AI and Close to Build Intelligent Automations

Choose a Trigger

Truffle AI

When this happens...

Choose an Action

Close

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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 Truffle AI integrations.

List Agents

List Agents

Retrieve a list of all agents

Get Agent Details by ID

Get Agent Details by ID

Retrieve details of a specific agent by ID

Create Agent

Create Agent

Creates a new AI agent

Run Agent

Run Agent

Execute an agent with provided input

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Truffle AI and Close?

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

Can we customize how data from Truffle AI is recorded in Close?

Absolutely. You can customize how Truffle AI 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 Truffle AI and Close?

The data sync between Truffle AI 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 Truffle AI 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 Truffle AI and Close?

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

Truffle AI

About Truffle AI

Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.

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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.

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