Connect Wbiztool and Close to Build Intelligent Automations

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Wbiztool

When this happens...

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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 Wbiztool integrations.

Send Advance Whatapp Message

Send Advance Whatapp Message

Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.

Send Image File With Text on WhatsApp

Send Image File With Text on WhatsApp

Send Image WhatsApp message from your personal WhatsApp account with any trigger.

Send Text Only Whatsapp Message

Send Text Only Whatsapp Message

Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.

Send PDF File With Text on WhatsApp

Send PDF File With Text on WhatsApp

Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.

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 Wbiztool and Close?

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

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

Absolutely. You can customize how Wbiztool 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 Wbiztool and Close?

The data sync between Wbiztool 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 Wbiztool 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 Wbiztool and Close?

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

Wbiztool

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

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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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