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Cloze Integrations

CRM (Customer Relationship Management)

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Integrate Mailchimp with ClozeIntegrate Mailchimp with Cloze

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with ClozeIntegrate Facebook Lead Ads with Cloze

Facebook Lead Ads

Ads & Conversion
Integrate Google Sheets with ClozeIntegrate Google Sheets with Cloze

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with ClozeIntegrate Webhooks by Zapier with Cloze

Webhooks by Zapier

Developer Tools, Zapier
Integrate Asana with ClozeIntegrate Asana with Cloze

Asana

Project Management
Integrate Formatter by Zapier with ClozeIntegrate Formatter by Zapier with Cloze

Formatter by Zapier

Documents, Zapier
Integrate Todoist with ClozeIntegrate Todoist with Cloze

Todoist

Task Management
Integrate Gmail with ClozeIntegrate Gmail with Cloze

Gmail

Email, Google
Integrate Trello with ClozeIntegrate Trello with Cloze

Trello

Project Management
Integrate Mailchimp with ClozeIntegrate Mailchimp with Cloze

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with ClozeIntegrate Facebook Lead Ads with Cloze

Facebook Lead Ads

Ads & Conversion
Integrate Google Sheets with ClozeIntegrate Google Sheets with Cloze

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with ClozeIntegrate Webhooks by Zapier with Cloze

Webhooks by Zapier

Developer Tools, Zapier
Integrate Asana with ClozeIntegrate Asana with Cloze

Asana

Project Management
Integrate Formatter by Zapier with ClozeIntegrate Formatter by Zapier with Cloze

Formatter by Zapier

Documents, Zapier
Integrate Mailchimp with ClozeIntegrate Mailchimp with Cloze

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with ClozeIntegrate Facebook Lead Ads with Cloze

Facebook Lead Ads

Ads & Conversion
Integrate Google Sheets with ClozeIntegrate Google Sheets with Cloze

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with ClozeIntegrate Webhooks by Zapier with Cloze

Webhooks by Zapier

Developer Tools, Zapier
Integrate Asana with ClozeIntegrate Asana with Cloze

Asana

Project Management
Integrate Formatter by Zapier with ClozeIntegrate Formatter by Zapier with Cloze

Formatter by Zapier

Documents, Zapier
Integrate Todoist with ClozeIntegrate Todoist with Cloze

Todoist

Task Management
Integrate Gmail with ClozeIntegrate Gmail with Cloze

Gmail

Email, Google
Integrate Trello with ClozeIntegrate Trello with Cloze

Trello

Project Management

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Quickly automate Cloze integrations with Zapier's templates

  • Subscribe new Cloze contacts to a list on Mailchimp

    Details
    • Cloze logo
    • Mailchimp logo
    Cloze + Mailchimp
  • Add people to Cloze from new Wufoo form entries

    • Wufoo logo
    • Cloze logo
    Wufoo + Cloze
  • Create people on Cloze from new Typeform form entries

    • Typeform logo
    • Cloze logo
    Typeform + Cloze
  • Add Cloze new list member to Constant Contact list

    • Cloze logo
    • Constant Contact logo
    Cloze + Constant Contact
  • Add new Cloze list members as FreshBooks clients

    • Cloze logo
    • FreshBooks logo
    Cloze + FreshBooks
  • Add new Mailchimp subscribers to Cloze as people.

    • Mailchimp logo
    • Cloze logo
    Mailchimp + Cloze
  • Remove newly unsubscribed Mailchimp users from a Cloze list

    • Mailchimp logo
    • Cloze logo
    Mailchimp + Cloze
  • Add new Salesforce leads to Cloze as people

    Premium
    Details
    • Salesforce logo
    • Cloze logo
    Salesforce + Cloze

Subscribe new Cloze contacts to a list on Mailchimp

Try it
  • Cloze logo
  • Mailchimp logo
Cloze + Mailchimp

Add people to Cloze from new Wufoo form entries

  • Wufoo logo
  • Cloze logo
Wufoo + Cloze

Create people on Cloze from new Typeform form entries

  • Typeform logo
  • Cloze logo
Typeform + Cloze

Add Cloze new list member to Constant Contact list

  • Cloze logo
  • Constant Contact logo
Cloze + Constant Contact

Add new Cloze list members as FreshBooks clients

  • Cloze logo
  • FreshBooks logo
Cloze + FreshBooks

Add new Mailchimp subscribers to Cloze as people.

  • Mailchimp logo
  • Cloze logo
Mailchimp + Cloze

Remove newly unsubscribed Mailchimp users from a Cloze list

  • Mailchimp logo
  • Cloze logo
Mailchimp + Cloze

Add new Salesforce leads to Cloze as people

Premium
Details
  • Salesforce logo
  • Cloze logo
Salesforce + Cloze

Supported triggers and actions

What does this mean?
    • Filters

      Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.

      Examples:

      View all stage changes within the Enterprise Customer segment

      {"company" : {"segment" : "Enterprise Customer"} ,"changes" : {"stage":{"after":"*"} } }

      Tip Use the Cloze UI to see what custom fields and values are available for filtering against.

    Trigger
    Instant
    Try It
    • Filters

      Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.

      Examples:

      Trigger when a Deal is Won.

      {"project" : {"segment" : "Deal"} ,"changes" : {"stage":{"after":"Won"} } }

      Trigger when a custom field Forecast changes to Commit

      { "changes" : { "Forecast" : {"after":"Commit"} } }

      Trigger when a the Number of Seats on a Concierge Service Deal changes.

      {"project" : {"segment" : "Deal", "customFields":[{"id":"Concierge Service","value":"Yes"}]} ,"changes" : {"Number of Seats":{"after":"*"} } }

      Tip Use the Cloze UI to see what custom fields and values are available for filtering against.

    Trigger
    Instant
    Try It
    • Company NameRequired

    • Keyword

      Adds a single keyword even if it contains spaces or punctuation marks.

    • Description

    • Keywords

      Adds one or more keywords, separated by spaces or punctuation marks.

    • Industry

    • Business Size

    • No. Of Employees

    • Domains

    • Notes

    • Share To

    • Assign To

      Always assign to this user.

    • Default Assign To

      Only assign to this user if not already assigned.

    • Node

      Sub-team placement, e.g. /US/West.

    • Stage

    • Segment

    • List

    • Remove List

    • Facebook

    • Twitter

    • LinkedIn

    • Street Address

    • City

    • Region

    • Postal Code

    • Country

    • Phone

    • Url

    • Source App ID

      Identifies the source application of this Entity. Enter the fully-qualified domain name of the URL where you log into the source application. For example, if the source application is Salesforce and you log into "https://na11.salesforce.com", enter "na11.salesforce.com". For more information see What Are App Links?.

    • Source App Link Name

      The name of the source application. Cloze places a link with this title in the created Entity.

    • Source App Link URL

      A URL to the Entity information in the source application. Cloze will place a link to this URL in the created Entity. Choose a URL from the source application trigger if one is available. See What Are App Links? for more information.

    • Source Entity Unique ID

      A unique ID for the entity in the source application. Choose a field from the source application trigger so that later updates to the document contain the same ID. See What Are App Links? for more information.

    • Additional Fields

      Specify additional phone, address and other entries. See How To Use Cloze Additional Fields.

    Action
    Write
    • Source App IDRequired

      Fully qualified domain name e.g. salesforce.com of source application.

    • Source Note IDRequired

      An identifier for the note from the source application.

    • Author Name

    • Author Address

    • About Name

      The name of the person or project this note is about.

    • About Address

      The email or social address of the person or project this note is about.

    • Subject

    • Body

      Text or HTML are supported. Set Body Type as appropriate.

    • Body Type

      The body type (text/html).

    • Source App Name

      The name of the source application. Cloze places a link with this title in the created Note.

    • Source App URL

      Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Note.

    • Additional Fields

      Sometimes additional fields are needed for people in Cloze. This includes multiple references. As an advanced feature, you can utilize this field to specify additional values for the communication.

      Examples

      support@cloze.comSupportservice.myservice.com:123456My Service
      reference[0].value
      reference[0].name
      reference[1].value
      reference[1].name
      .

    Action
    Write
    • Filters

      Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.

      Examples:

      Trigger when a Customer segment person enters Active stage

      {"person" : {"segment" : "Customer"} ,"changes" : {"stage":{"after":"Active"} } }

      Trigger when the next step of a Potential Partner is Final Agreement

      {"person" : {"segment" : "Partner", "stage" : "Potential"} ,"changes" : {"step":{"after":"Final Agreement"} } }

      Trigger when a Potential Partner in Marketing becomes a Director.

      {"person" : {"segment" : "Partner", "stage" : "Potential", "customFields":[{"id":"Department","value":"Marketing"}]} ,"changes" : {"Role":{"after":"Director"} } }

      Tip Use the Cloze UI to see what custom fields and values are available for filtering against.

    Trigger
    Instant
    Try It
    • StyleRequired

      The style of the communication (is it most like an email, call, or direct (Instant Message)).

    • From Name

    • From AddressRequired

      The email, phone number, social handle (twitter:address/facebook:address/linkedin:address), or custom address (custom:address) of the sender.

    • Recipient Name

    • Recipient Address

      The address of the recipient (email, phone number, social handle, or custom address).

    • Subject

    • Body

    • Body Type

    • Skip Inbox

      Skip the Inbox view and display only on the Timeline.

    • Thread ID

      A unique identifier describing the thread of this message (message threading). All messages with this same threadid will be threaded together in the Cloze UI. An example of a good threadid would be a unique support ticket number.

    • Source App Link Name

      The name of the source application; creates an "Open In " link inside the message.

    • Source App Link URL

      A URL to the source application; creates an Open In link inside the message.

    • Additional Fields

      Description

      Sometimes additional fields are needed for people in Cloze. This includes multiple recipients. As an advanced feature, you can utilize this field to specify additional values for the communication.

      Examples

      Supportsupport@cloze.com
      recipient[1].name
      recipient[1].value
      .

    Action
    Write
    • Author Name

    • Author Address

      Pick an email or other identifier understood by Cloze (e.g. mike@cloze.com or calendar.google.com:123456).

    • Subject

    • Body

    • Body Type

    • About Name

    • About Address

      An address of the person this event is about.

    • Source App Link Name

      The name of the source application. Cloze places a link with this title in the created Person.

    • Source App Link URL

      Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Person.

    • Additional Fields

      Sometimes additional fields are needed for people in Cloze. This includes multiple references. As an advanced feature, you can utilize this field to specify additional values for the communication.

      Examples

      support@cloze.comSupportservice.myservice.com:123456My Service
      reference[0].value
      reference[0].name
      reference[1].value
      reference[1].name
      .

    Action
    Write
    • Full Name

    • Birthday

      Birthday.

    • Gender

      Gender.

    • Email

    • Phone

    • Keywords

      Adds one or more keywords, separated by spaces or punctuation marks.

    • Headline

    • Node

      Sub-team placement, e.g. /US/West.

    • Keyword

      Adds a single keyword even if it contains spaces.

    • Notes

    • Stage

    • Segment

    • Assign To

      Always assign to this user.

    • Default Assign To

      Only assign to this user if not already assigned.

    • Share To

      Shares the person information with someone on your Cloze team.

    • List

      Adds the Person to one of your previously defind Cloze lists.

    • RemoveList

      If updating an existing person, removes that person from the list you specify.

    • Source App ID

      Identifies the source application of this Person. Enter the fully-qualified domain name of the URL where you log into the source application (for example, if your source app is MailChimp and you log into https://mailchimp.com, enter "mailchimp.com"). For more infomation, see What Are App Links?.

    • Source Person Unique ID

      A unique ID for the person in the source application. Choose a field from the source application trigger so that later updates to the document contain the same ID.

    • Source App Link Name

      The name of the source application. Cloze places a link with this title in the created Person.

    • Source App Link URL

      Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Person.

    • Additional Fields

      Specify additional email, phone, address and other entries. See How To Use Cloze Additional Fields.

    Action
    Write
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About Cloze

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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