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Cloze + Pipedrive

Cloze + Pipedrive

Cloze + Pipedrive integrations

Create or update Cloze persons from new Pipedrive activities

Effortlessly keep your contacts updated between Pipedrive and Cloze with this seamless automation. When new activity occurs in Pipedrive, this workflow will create or update a person in Cloze, ensuring your client information is always up-to-date. Enjoy the benefits of streamlined contact management and never miss an important detail again.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create/Update a Person
    Create/Update a Person
    Create/Update a PersonCreates or updates a person.
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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 filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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About Pipedrive
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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