ViaSocket CRM Integration

viaSocket is an AI-powered workflow automation tool that enables users to integrate and automate tasks across over 5,000 apps without needing to write code. It provides a user-friendly interface for creating scalable, intelligent workflows, boosting productivity by simplifying repetitive tasks and streamlining processes. viaSocket is designed to connect various applications, enabling users to save time and focus on more critical tasks.

Use Cases for viaSocket x Close:

viaSocket integrates with Close CRM to automate lead capture, assignment, and follow-ups. When a new lead is captured, viaSocket automatically adds it to Close, assigns it to the right sales rep, and triggers follow-up tasks. As sales reps engage with leads, viaSocket tracks activities and escalates tasks if needed. Automated reporting ensures sales managers receive real-time insights, improving team efficiency and lead conversion rates. 

The benefits of this integration include:

Time Savings: 

Automates repetitive tasks such as data entry, lead assignment, and follow-up reminders, allowing sales reps to focus on high-value activities.

Improved Sales Efficiency: 

Automates communication tracking and task creation to ensure no leads fall through the cracks.

Centralized Workflow: 

Integrates viaSocket's powerful automation with Close CRM, allowing seamless flow of data and task management between apps.

Real-Time Reporting: 

Provides real-time insights into lead progress and sales performance through automated reports.

In viaSocket, we’d like to offer Close customers a special benefit: a 30-day free trial of our platform. To claim this offer, simply sign up for a free viaSocket account, then reach out to us at support@viasocket.com and mention Close to activate your free trial.