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Close + tl;dv

Upload new call recordings from Close to tl;dv instantly

Ensure that every new call recording in Close is immediately available in the tl;dv app with this handy automation. Upon receiving a new call recording in Close, the workflow instantly uploads the recording to the tl;dv app, making it readily accessible for you. With this setup, you can streamline your processes and save valuable time on manual data transfer.

Ensure that every new call recording in Close is immediately available in the tl;dv app with this handy automation. Upon receiving a new call recording in Close, the workflow instantly uploads the recording to the tl;dv app, making it readily accessible for you. With this setup, you can streamline your processes and save valuable time on manual data transfer.

  1. When this happens...
    CloseClose
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    TriggerInstant
  2. automatically do this!
    tl;dvtl;dv
    Upload Recording

    Automatically upload recording to tldv

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
tldv logo
tldv logo

About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

Related categories

Triggers & Actions