Cloze + Crelate

Cloze + Crelate integrations

Create or update persons in Cloze when new contacts are added in Crelate

This workflow initiates when a new contact is added in the Crelate app, and consequently updates or creates a Person in the Cloze app. Streamline your contacts by using this workflow, ensuring you keep track of all your professional connections in one place. No more manual data entry or toggling between apps - let this efficient workflow do the job for you and help maintain organized records. It's an optimal solution for professionals who use Crelate and Cloze to manage their contacts.

When this happens...
New ContactTriggers when a contact is created.
TriggerInstant
automatically do this!
Create/Update a PersonCreates or updates a person.
ActionWrite

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More things you can do with Crelate and Cloze

Discover other triggers and actions you can use with Crelate and Cloze

New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
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- Name
  Required
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Name
  Required
- Job Title
- Company
- External Id
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write

- Task
  Required
- External ID
- Scheduled for
- Announced
- Pinned
- Add Task to
Action
Write
- Contact
  Required
- First Name
- Middle Name
- Last Name
- Salutation
- External ID
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write

- Type
  Required
- Replace Tags
  Required
- Tags
  Required
Action
Write
- Crelate ID
- Email Address
- External Primary Key
Action
Search
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project Name
  Required
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App ID
  Required
- Source Project Unique ID
  Required
- Additional Fields
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
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Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
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Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
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- First Name
  Required
- Middle Name
- Last Name
- Salutation
- External Id
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- Entity Type
  Required
- Body
  Required
- Announced
- Pinned
Action
Write
- Company
  Required
- Name
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- Job
  Required
- Name
- Job Title
- Company
- External ID
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Crelate ID
- Name
- External Primary Key
Action
Search
- Crelate ID
- Job Name
- External Primary Key
Action
Search
- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Topic
  Required
- When
- Participants
Action
Write

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.

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CRM (Customer Relationship Management)

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About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment