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Cloze + Salesforce

Cloze + Salesforce

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create/Update a Person
    Create/Update a Person
    Create/Update a PersonCreates or updates a person.
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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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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