Connect Xperiencify and Close to Build Intelligent Automations

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Xperiencify

When this happens...

Choose an Action

Close

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Ready to use Xperiencify and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Student Joins

New Student Joins

Runs when new student joins

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 Xperiencify integrations.

Add Student to Course

Add Student to Course

Enroll a student in a course

Find Student By Email

Find Student By Email

Find student details by email

Update Student Details

Update Student Details

Update a student's details

Remove Student From Course

Remove Student From Course

Remove a student from a course

Remove Student From All Courses

Remove Student From All Courses

Remove student from all

Add Tags To Student

Add Tags To Student

Assign tags to a student

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Frequently Asked Questions

How do I start an integration between Xperiencify and Close?

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

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

Absolutely. You can customize how Xperiencify 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 Xperiencify and Close?

The data sync between Xperiencify 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 Xperiencify 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 Xperiencify and Close?

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

Xperiencify

About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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