Connect Workzappy and Close to Build Intelligent Automations

Choose a Trigger

Workzappy

When this happens...

Choose an Action

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 Workzappy integrations.

New Task

New Task

Create a new task.

New Project

New Project

Create a new Project.

New Phase

New Phase

Create a new phase(sprint) for your project

New Tag

New Tag

Create a New tag.

Remove Task hold

Remove Task hold

Remove a specific Task.

Enable Organization User

Enable Organization User

Enable Organization User.

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Frequently Asked Questions

How do I start an integration between Workzappy and Close?

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

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

Absolutely. You can customize how Workzappy 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 Workzappy and Close?

The data sync between Workzappy 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 Workzappy 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 Workzappy and Close?

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

Workzappy

About Workzappy

Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.

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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.

Learn More