Connect YCloud and Close to Build Intelligent Automations

Choose a Trigger

YCloud

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 YCloud integrations.

Send an Email

Send an Email

Send an email to the customers

Retrieve balance

Retrieve balance

Get balance from ycloud.

List Unsubscribers

List Unsubscribers

Get all unsubscribers from ycloud.

List Voice Records

List Voice Records

Get all Voice Records from ycloud.

List WhatsApp Business Accounts

List WhatsApp Business Accounts

Get all WhatsApp business accounts from ycloud.

List WhatsApp Business Phone Numbers

List WhatsApp Business Phone Numbers

Get all WhatsApp business phone numbers from ycloud.

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Frequently Asked Questions

How do I start an integration between YCloud and Close?

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

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

Absolutely. You can customize how YCloud 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 YCloud and Close?

The data sync between YCloud 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 YCloud 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 YCloud and Close?

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

YCloud

About YCloud

YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.

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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