Cloze

Cloze + Quote Roller Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cloze and Quote Roller, with as many as 99 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Cloze + Quote Roller and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

New Category

Triggers on a new category

Create Note

Creates a new note on a proposal

New Product

Triggers on a new product

Create Company

Create a company that can be used for proposals

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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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Create polished, professional proposals in minutes.

See Quote Roller Integrations