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Zapier makes it easy to integrate Cloze with Follow Up Boss - no code necessary. See how you can get setup in minutes.
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Cloze
Cloze
1. Choose trigger event
Follow Up Boss
Follow Up Boss
2. Choose action
1. Select the event
Setup
Test
Cloze
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Company Change" from Cloze.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Cloze and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Contact
Required
File name
Required
File URL
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Note
Message
Required
Subject
Message is HTML
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Phone Number
Required
Type
Required
Note
Call Duration
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Team Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source_copy
Contact
Required
First Name
Last Name
Email Address
Phone_copy
Phone Number
Stage
Is Contacted?
Tags
Merge_tags_copy
Merge Tags?
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Cloze and Follow Up Boss with AI agents and code
Beyond Zap workflows. Call Cloze and Follow Up Boss actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Cloze and Follow Up Boss actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Communication
Add Collaborators
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Cloze and Follow Up Boss
Track new deals in client relationship management.
When a new deal is created in Follow Up Boss, Zapier automatically logs the transaction as a project in Cloze. This keeps business owners organized, ensuring no client interactions are missed while providing a unified view of deal progress.
When a task related to a deal is updated in Follow Up Boss, Zapier triggers the creation of a timeline event in Cloze. This automation provides clear visibility into deal-related tasks for project managers, streamlining task tracking and coordination.
When a contact's stage is updated in Follow Up Boss, Zapier triggers a person update in Cloze to ensure the most recent client data is always accessible in one place. This automation improves data accuracy and consistency while reducing manual updates.
Learn how to automate Follow Up Boss on the Zapier blog
Make work flow with AI
Level up your Cloze to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
