Connect VIP metal rich and Close to Build Intelligent Automations

Choose a Trigger

VIP metal rich

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use VIP metal rich 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 VIP metal rich integrations.

Send Text

Send Text

Send a text message to a phone number

Send Media and File

Send Media and File

Send a media or file with message to a phone number

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

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Frequently Asked Questions

How do I start an integration between VIP metal rich and Close?

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

Can we customize how data from VIP metal rich is recorded in Close?

Absolutely. You can customize how VIP metal rich 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 VIP metal rich and Close?

The data sync between VIP metal rich 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 VIP metal rich 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 VIP metal rich and Close?

Yes, you can set conditional logic to control the flow of data between VIP metal rich 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.

VIP metal rich

About VIP metal rich

VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.

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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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