Cloze + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Cloze and Salesforce, with as many as 162 possible integrations. Are you ready to find your productivity superpowers?
Add new Salesforce leads to Cloze as people
When you manage leads on multiple apps, keeping everything updated can be a challenge. Zapier can save you manual work by automating that process for you. This integration will trigger when you create a new lead on Salesforce, adding a new person for them on Cloze, too. You'll never have to worry about missing someone again.
Note: This Zapier integration doesn't import existing leads, only new leads added to Salesforce after you've set up the integration.
How this Salesforce-Cloze integration works
- A new lead is added to Salesforce
- Zapier creates a person on Cloze
- Cloze Pro
It's easy to connect Cloze + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Creates or updates a person.
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Create a new communication record (email or call).
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
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