Cloze
When this happens...
SalesforceNew Lead
Then do this...
ClozeCreate/Update a Person

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

  1. A new lead is added to Salesforce
  2. Zapier creates a person on Cloze

Apps involved

  • Salesforce
  • Cloze Pro

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Cloze + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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.

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations