Cloze + Salesforce integrations
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.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create/Update a PersonCreates or updates a person.
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More things you can do with Salesforce and Cloze
Discover other triggers and actions you can use with Salesforce and Cloze
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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.
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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