Connect Wati and Close to Build Intelligent Automations

Choose a Trigger

Wati

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when a specific event occurs in Wati

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.

Do thisActions

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

Send Template Based What's App Message

Send Template Based What's App Message

Send a predefined WhatsApp message template with optional parameters to a recipient's phone number.

Add Contact

Add Contact

Create a new Contact in Wati.

Send Session Message

Send Session Message

Send a WhatsApp Message to an open session.

Update Contact Attributes

Update Contact Attributes

Update an existing Contact with attributes on WATI.

Start Chat Bot

Start Chat Bot

Start a chat bot in specific wati contact.

Assign User

Assign User

Assign conversation to other user/agent.

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Frequently Asked Questions

How do I start an integration between Wati and Close?

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

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

Absolutely. You can customize how Wati 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 Wati and Close?

The data sync between Wati 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 Wati 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 Wati and Close?

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

Wati

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

Learn More
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