Connect webCRM and Close
Integrate webCRM with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Close when New Activity Is Created in webCRM
Update Contact in Close when New Activity Is Created in webCRM
Create Task in Close when New Activity Is Created in webCRM
Create Bulk Email in Close when New Activity Is Created in webCRM
Delete Email in Close when New Activity Is Created in webCRM
Popular webCRM + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Close
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
Create Contact in Close when New Activity Is Created in webCRM
Use this flowUpdate Contact in Close when New Activity Is Created in webCRM
Use this flowCreate Task in Close when New Activity Is Created in webCRM
Use this flowCreate Bulk Email in Close when New Activity Is Created in webCRM
Use this flowDelete Email in Close when New Activity Is Created in webCRM
Use this flowUpdate Call in Close when New Activity Is Created in webCRM
Use this flowCreate Note in Close when New Activity Is Created in webCRM
Use this flowCreate Call in Close when New Activity Is Created in webCRM
Use this flowList Contacts in Close when New Activity Is Created in webCRM
Use this flowList Lead Status from Close when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Close, and a separate workflow where Close triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
