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
- A Contap user adds a new contact on Contap
- Zapier adds that contact to Cloze CRM as a contact
- Cloze CRM
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Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Creates or updates a person.
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Create a new communication record (email or call).
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Triggers when a new contap is added.
Creates or updates a project.
Creates a new ToDo.