Cloze

Cloze + Desk Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cloze and Desk, with as many as 34 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Cloze + Desk and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
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.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

New Customer

Triggers when you add a new customer.

Create Customer

Create a new customer.

New Case

Triggers when you add a new case.

Create Case

Create a new case. Inside Desk, it will be treated like an "Email Case".

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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.

Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.

See Desk Integrations