Connect Webtiger and Close
Integrate Webtiger with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Webtiger + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Webtiger
When this happens...
New Lead
New Contract
New Customer
New Estimate
New Invoice
New Proposal
New Task
New Ticket
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
Update Contact in Close when New Lead in Webtiger
Use this flowList Sequences from Close when New Lead in Webtiger
Use this flowList Shared Scheduling Links from Close when New Lead in Webtiger
Use this flowList Custom Activity Types from Close CRM when New Lead in Webtiger
Use this flowList Unsubscribed emails from Close when New Lead in Webtiger
Use this flowCreate Custom Activity in Close when New Lead in Webtiger
Use this flowRun Status Change Report in Close when New Lead in Webtiger
Use this flowCreate Task in Close when New Contract in Webtiger
Use this flowCreate Bulk Email in Close when New Contract in Webtiger
Use this flowDelete Email in Close when New Contract in Webtiger
Use this flowSupported Triggers & Actions
Everything you can automate between Webtiger and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate is created
New Invoice
Triggers when a new invoice is cretaed
New Proposal
Triggers when a new proposal is created
Do thisActions
Action is the task that follows automatically within your Webtiger integrations.
Add Lead
Creates a new lead
Add Contract
Creates a new contract
Add Customer
Creates a new customer in the system
Add Estimate
Creates a new estimate in the system
Add Project
Triggers when a new project is created
Add Proposal
Creates a new proposal in the system
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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Webtiger 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 Webtiger 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 Webtiger triggers actions in Close, and a separate workflow where Close triggers actions in Webtiger. 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 Webtiger and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Webtiger 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.
