Cloze + Pipedrive

Create communications in Cloze for new activities in Pipedrive

Keep your Cloze communications up to date with new Pipedrive activities by setting up this workflow. Every time a new activity is logged in Pipedrive, it automatically creates a communication in Cloze to ensure a seamless flow of information between the two apps. Stay organized and focused on your tasks by always having the latest updates at your fingertips.

Keep your Cloze communications up to date with new Pipedrive activities by setting up this workflow. Every time a new activity is logged in Pipedrive, it automatically creates a communication in Cloze to ensure a seamless flow of information between the two apps. Stay organized and focused on your tasks by always having the latest updates at your fingertips.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    ClozeCloze
    Create Communication

    Create a new communication record (email or call).

    ActionWrite
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It