Cloze

Cloze Integrations

  • Subscribe new Cloze contacts to a list on MailChimp

    Once you've made a new contact on your CRM, it's time to let them know about your services. Set up this integration to have it all happen automatically. From then on, Zapier will subscribe every new contact from a Cloze list to a MailChimp list of your choice, keeping everyone aware of your offers at all times.

    How this Cloze-MailChimp integration works

    1. You add a contact to a list in Cloze
    2. Zapier adds it to a list in MailChimp

    What you Need

    • A Cloze Pro account
    • A MailChimp account
  • Add new Facebook Lead Ad leads as new people in Cloze

    Following up with new leads immediately is important, and manually uploading a list only creates more of a delay. With this Facebook Lead Ads and Cloze integration, you can finally feed your team in real-time! Once this integration is configured, new Facebook Lead Ad leads will automatically create new people in Cloze for you.

    How this Facebook Lead Ads-Cloze integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new person in Cloze

    Apps involved

    • Facebook Lead Ads
    • Cloze
  • Add Cloze new list member to Constant Contact list

    Adding people on Cloze to Constant Contact is a great way to communicate with your customers, but manually updating lists is a lot of work. Now Zapier can do the work for you—any time you assign a new person to a list in Cloze, Zapier will add it to the list of your choice in Constant Contact, making sure you can reach out to them when needed.

    How this Cloze-Constant Contact integration works

    1. You add a person to a list in Cloze
    2. Zapier adds it to a list in Constant Contact

    What you Need

    • A Cloze Pro account
    • A Constant Contact account
  • Add new Cloze list members as FreshBooks clients

    Keep your CRM and and accounting information connected, without manual work, and you save time for more important work. This Zapier integration will create FreshBook clients automatically from new people added to a list on Cloze, ensuring you never miss a single one.

    Note: This Zapier integration will not copy existing Cloze list members to your FreshBooks account, only those added to the list after you've set it up.

    How this Cloze-FreshBooks integration works

    1. A person is added to a list on Cloze
    2. Zapier adds them as a client in FreshBooks

    What you need

    • A Cloze Pro account
    • A FreshBooks account
  • Add people to Cloze from new Wufoo form entries

    One-time exports are time consuming. Set up this integration, and we can make sure your CRM always has the latest details. Whenever someone submits a new entry to your Wufoo form, we'll copy the details into Cloze and create a new person from them, automatically keeping your lists updated.

    How It Works

    1. A new form entry is added in Wufoo
    2. Zapier adds that entry to Cloze as a person

    What You Need

    • A Wofoo form
    • A Cloze Pro account
  • Create people on Cloze from new Typeform form entries

    Who has time to enter form submissions by hand? This Zapier integration lets you automatically manage follow usp to event registrations, content downloads, newsletter signups, or appointment requests—set it up, and we'll create a person on Cloze for every new Typeform entry you receive from then on.

    How It Works

    1. A new form entry is added in Typeform
    2. Zapier adds a new person to Cloze from the details

    What You Need

    • A Typeform form
    • A Cloze Pro account
  • Add new Omniconvert interaction leads to a Cloze list

    Making sure you have all your prospects accounted for is essential for your business. Save yourself the effort of managing them yourself by activating this integration. From that point on, we'll make sure to create a new person on Cloze for every lead you capture on Omniconvert, keeping your lists updated with every prospect you need to engage.

    How this Omniconvert - Cloze integration works

    1. A new interaction lead is captured via Omniconvert
    2. Zapier creates a new person in Cloze

    Apps involved

    • Omniconvert
    • Cloze
  • Add new Omniconvertleads to a Cloze list

    Making sure you have all your prospects accounted for is essential for your business. Save yourself the effort of managing them yourself by activating this integration. From that point on, we'll make sure to create a new person on Cloze for every lead you capture on Omniconvert, keeping your lists updated with every prospect you need to engage.

    How this Omniconvert - Cloze integration works

    1. A new lead is captured via Omniconvert
    2. Zapier creates a new person in Cloze

    Apps involved

    • Omniconvert
    • Cloze
  • Add new MailChimp subscribers to Cloze as people.

    Forget about adding people to your CRM manually—Zapier can handle this for you. After you set up this integration, anytime a new subscriber is added to a list in MailChimp, Zapier will add them to Cloze, saving you from time-wasting manual entry.

    Note: This Zapier integration doesn't import existing MailChimp subscribers into Cloze, only subscribers added after you've set it up.

    How this MailChimp-Cloze integration works

    1. A new subscriber is added in MailChimp
    2. Zapier adds the subscriber as a person in Cloze

    What you need

    • A MailChimp account
    • A Cloze Pro account
  • Remove newly unsubscribed MailChimp users from a Cloze list

    You don't need to manually update your Cloze lists when people unsubscribe from MailChip lists - Zapier can handle this for you automatically. Any time a list member unsubscribes form MailChimp, Zapier will find that person in Cloze and remove them from the list, cleaning up so you don't have to

    Note: This Zapier integration doesn't process existing MailChimp unsubscribers , only new unsubscribers after you've set it up.

    How this MailChimp-Cloze integration works

    1. A new unsubscriber is added in MailChimp
    2. Zapier removes that person from the specified list in Cloze

    Apps Involved

    • MailChimp
    • A Cloze Pro account
  • Subscribe new Cloze contacts to Gro CRM

    How many hours does it take you to enter new contacts into your CRM? Zapier was built for tasks like this! Automatically add new contacts from Cloze into Gro CRM. Wow, hours saved to do something better!

    How this Cloze-Gro CRM integration works

    1. A new person is created on Cloze
    2. Zapier automatically creates a new contact in Gro CRM

    Apps involved

    • Cloze
    • Gro CRM
  • Add new Cloze contacts to a list on SendPulse

    Import contacts from your favourite CRM to a mailing list on SendPulse automatically! With this Cloze-SendPulse integration, every new contact on your Cloze account will be added to your SendPulse list.

    How this Cloze-SendPulse integration works

    1. A new contact is added to a list in Cloze.
    2. Zapier adds it to a list in SendPulse.

    Apps involved

    • Cloze
    • SendPulse
  • Add new Contaps as Cloze contacts

    You don't have to spend time and effort manually entering business card details into your CRM anymore! Let Zapier and Contap handle the busywork so you can spend time on the creative work that drives your business forward. Once you connect the Contap-Cloze integration, every new contact you make from Contap will save to your Cloze CRM as a contact.

    Note: This Zapier integration is will not automatically add your existing contacts to Cloze CRM. If you'd like to add your existing contacts to Cloze CRM, simply go to a specific user's Profile on Contap, and in the Bio tab, toggle "Add to CRM." It's that easy!

    How this Contap-Cloze CRM integration works

    1. A Contap user adds a new contact on Contap
    2. Zapier adds that contact to Cloze CRM as a contact

    Apps involved:

    • Contap
    • Cloze CRM

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Cloze Integration Details
Beta

Launched on Zapier August 29, 2015

Zapier combines Triggers (like "Company Change") and Actions (like "Create/Update a Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create/Update a Person

Creates or updates a person.

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 Project

Creates or updates a project.

Create ToDo

Creates a new ToDo.

Create/Update a Company

Creates a company.

Create a Note

Create or update a note.

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.

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Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.