HomeCompaniesClozeZapierIntegrationCloze CRM

Source product

Tech 500
Cloze CRM

Target product

Tech 500
Zapier
Zapier

Information

Deep Integrations with all major communication and business productivity platforms


From the moment your agents begin using Cloze, all of their data is already there - every email they’ve ever sent or received, every phone call or text message they’ve exchanged, every meeting they’ve had, are all there - automatically organized for them. All their contacts and activity are constantly kept up-to-date - with no manual work.


  • Unlike other CRMs, Cloze works with the apps you use today to automatically track and organize all your client communication, files, and notes.
  • Cloze is the only CRM that automatically tracks both inbound and outbound calls and texts without needing a new phone number.
  • Cloze is the only CRM that works with all of your existing email accounts and calendars, so you don’t need to change how you work, or double-enter data.


For other integrations, Cloze also offers several Zapier triggers and actions

The following Cloze Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

  • Company Change - Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
  • Person Change - Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
  • Project Change - Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Actions

  • Create Communication - Create a new communication record (email or call).
  • Create Timeline Event - Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
  • Create/Update a Person - Creates or updates a person.
  • Create/Update a Company - Creates a company.
  • Create a Note - Create or update a note.
  • Create/Update a Project - Creates or updates a project.
  • Create ToDo - Creates a new ToDo.

Comparative data

No comparative data available