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Set up your first integration

Quickly connect Cloze to Realvolve with a Zapier template.

Our most popular template

Add Realvolve new contacts to Cloze as persons
Details
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Realvolve + Cloze
Update Realvolve contacts when Cloze persons change
Details
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Cloze + Realvolve

Add Realvolve new contacts to Cloze as persons

Realvolve + Cloze

Update Realvolve contacts when Cloze persons change

Cloze + Realvolve

How Zapier works

Zapier makes it easy to integrate Cloze with Realvolve - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Contact" in Realvolve.

You’re connected!

Zapier seamlessly connects Cloze and Realvolve, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cloze to Realvolve integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Cloze and Realvolve to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
  Required
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- From Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- From Name
- Keyword
- Summary
- Keywords
- Notes
- Node
- Segment
  Required
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App Link URL
- Source App ID
- Source Entity Unique ID
- Additional Fields
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Full Name
- Title
- Company
- Home Address
- Home Phone
- Home Mobile Number
- Home Email
- Work Address
- Work Phone
- Work Mobile Number
- Work Email
- Tags
- Contact Source
- Start Workflow on New Contact
- Start Workflow on Contact Update
- Run Update Workflow Only Once
- Record Owner
- Notes
- Attachment URL
- SMS Text Message
Action
Write

- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- From Name
- From Address
  Required
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- From Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
  Required
- Assign To
- Default Assign To
- Share To
- List
- Remove List
- Source App ID
- Source Entity Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Subject
- When
- Participants
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Realvolve

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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