Connect Userflow and Close to Build Intelligent Automations

Choose a Trigger

Userflow

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.

User Created

User Created

Triggers when a user is created in Userflow.

Group Created

Group Created

Triggers when a group is created in Userflow.

Group Updated

Group Updated

Triggers when a group is updated in Userflow.

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.

Do thisActions

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

Track Event

Track Event

Tracks an event for a user/group.

Delete Group

Delete Group

Delete an existing group for specified group id.

Find Group

Find Group

Finds an existing group

Find User

Find User

Find an existing user.

Create/Update User

Create/Update User

Creates (or updates) a user.

Create/Update Group

Create/Update Group

Updates (or creates) a group.

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Frequently Asked Questions

How do I start an integration between Userflow and Close?

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

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

Absolutely. You can customize how Userflow 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 Userflow and Close?

The data sync between Userflow 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 Userflow 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 Userflow and Close?

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

Userflow

About Userflow

UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.

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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.

Learn More