Cloze + Pipedrive integrations
Create Cloze timeline events from new Pipedrive activities
Keep track of your Pipedrive activities by instantly adding them as timeline events in Cloze. This workflow initiates when a new activity is added to Pipedrive, ensuring the details are captured as a timeline event in Cloze. Save time and maintain an organized record of your Pipedrive interactions with this seamless automation.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create Timeline EventCreates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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More things you can do with Pipedrive and Cloze
Discover other triggers and actions you can use with Pipedrive and Cloze
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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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Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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