Connect Zoho Vault and Close to Build Intelligent Automations

Choose a Trigger

Zoho Vault

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Zoho Vault and Close automations

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 Zoho Vault integrations.

Create Chamber

Create Chamber

Create a chamber to store and share passwords and secrets.

Create User Group

Create User Group

Create a new user group and add members.

Get User Group Details

Get User Group Details

Retrieve details for a specific user group.

Update User group

Update User group

Update a user group's name, description, and members.

Get Folder Details

Get Folder Details

Get details for a specific Vault folder by its folder ID

Update Folder

Update Folder

Update a folder's name and description in Zoho Vault

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Zoho Vault and Close?

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

Can we customize how data from Zoho Vault is recorded in Close?

Absolutely. You can customize how Zoho Vault 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 Zoho Vault and Close?

The data sync between Zoho Vault 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 Zoho Vault 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 Zoho Vault and Close?

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

Zoho Vault

About Zoho Vault

Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.

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