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
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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.