Connect Twist and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Thread
New Comment Posted in Thread
New Message Posted in Conversation
Workspace Deleted
Workspace Updated
New Workspace
Workspace User Added
Workspace User Updated
Workspace User Removed
Channel Added
Channel Updated
Channel Deleted
Channel User Added
Channel User Removed
Thread Updated
Thread Deleted
Comment Updated in Thread
Comment Deleted in Thread
Message Updated in a Conversation
Message Deleted in a Conversation
Group Added
Group Updated
Group Deleted
Group User Added
Group User Removed
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 Twist and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Thread
Triggers when a new thread is created in a channel.
New Comment Posted in Thread
Triggers when a new comment is added in a thread.
New Message Posted in Conversation
Triggers when a new message is added anywhere inside a conversation.
Workspace Deleted
Triggers when a workspace is deleted.
Workspace Updated
Triggers when a workspace is updated.
New Workspace
Triggers when a workspace is added.
Do thisActions
Action is the task that follows automatically within your Twist integrations.
Post Thread
Post a thread to a channel you choose.
Post Comment
Post a comment to a thread you choose.
Post Message
Post a message to a conversation you choose.
Find Comment
Finds a comment by matching against the id.
Find a Message
Finds a message by matching against the id.
Find Thread
Finds a thread by matching against the id.
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Frequently Asked Questions
To start, connect both your Twist and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Twist triggers actions in Close (or vice versa).
Absolutely. You can customize how Twist 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 Twist 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 Twist 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 Twist
Twist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.
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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