Cloze + Dex

Cloze + Dex integrations

Manage Cloze company changes by creating or updating contacts in Dex

This workflow starts as soon as there's a company change in Cloze app, immediately updating or creating a new contact in the Dex app. This automation alleviates the hassle of manual data entry between platforms and keeps your Dex contacts in line with your Cloze changes. It's a streamlined solution to ensure seamless data management across your platforms.

When this happens...
Company ChangeTriggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
TriggerInstant
automatically do this!
Create or Update ContactCreates or Updates a Contact in Dex
ActionWrite

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More things you can do with Cloze and Dex

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

- 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
- Group Name
  Required
- Color
- Parent Group ID
Action
Write

- Tag Name
  Required
- Color
Action
Write
- Contact ID
  Required
Action
Write
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Search Query
  Required
Action
Search
- Tag Name
  Required
Action
Search
- Group Name
  Required
- Color
- Parent Group ID
Action
Search or write

- 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
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Text
- Due Date
  Required
- Contact Emails
Action
Write
- Note
  Required
- Event Time
  Required
- Contact Emails
Action
Write
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Write
- Contact ID
  Required
- Custom Field ID
  Required
- Text Value
- Date Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company
- Description
- LinkedIn URL
- Twitter Handle
- Facebook URL
- Instagram Handle
- Website
- Starred
- Archived
- Keep in Touch Frequency
Action
Write
- Group Name
  Required
Action
Search
- Search Query
  Required
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Search or write
- Tag Name
  Required
- Color
Action
Search or 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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Dex

Dex is a personal CRM that helps you build stronger relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)