IntegrationsYou Need a BudgetClose
You Need a Budget + Close

Connect You Need a Budget and Close to Build Intelligent Automations

Choose a Trigger

You Need a Budget

When this happens...

Choose an Action

Close

Automatically do this!

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 You Need a Budget integrations.

Get all Categories

Get all Categories

List all existing categories related to a budget.

Create an Account

Create an Account

Creates a new account.

Budget to a Category

Budget to a Category

Budget to a category in the current month.

Create a Transaction

Create a Transaction

Creates a new Trasaction.

Get all Budgets

Get all Budgets

Get an all existing budgets.

Get all Users

Get all Users

Get an existing user details.

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Frequently Asked Questions

How do I start an integration between You Need a Budget and Close?

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

Can we customize how data from You Need a Budget is recorded in Close?

Absolutely. You can customize how You Need a Budget 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 You Need a Budget and Close?

The data sync between You Need a Budget 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 You Need a Budget 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 You Need a Budget and Close?

Yes, you can set conditional logic to control the flow of data between You Need a Budget 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.

You Need a Budget

About You Need a Budget

Manage your finances effectively with You Need A Budget. This tool helps you allocate every dollar you earn towards expenses, savings, and debts, ensuring you stay on top of your financial goals.

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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