Cloze Integrations
Do More With Cloze
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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
- You add a contact to a list in Cloze
- 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
- A new lead is captured in Facebook Lead Ads
- 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
- You add a person to a list in Cloze
- 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
- A person is added to a list on Cloze
- 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
- A new form entry is added in Wufoo
- Zapier adds that entry to Cloze as a person
What You Need
- A Wofoo form
- A Cloze Pro account
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Cloze Integration Details
Launched on Zapier June 21, 2016
Zapier combines Triggers (like "Company Change") and Actions (like "Create Communication") 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 a new communication record (email or call).
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Creates or updates a person.
Creates a company.
Create or update a note.
Creates or updates a project.
Creates a new ToDo.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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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