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Cloze + Zoho CRM

Cloze + Zoho CRM

Cloze + Zoho CRM integrations

Create Cloze timeline events for new or updated Zoho CRM contacts

Stay up-to-date with your Zoho CRM contacts and strengthen your relationships by adding them to your Cloze timeline. This workflow, initiated when a new or updated contact occurs in the Zoho CRM app, creates a timeline event in the Cloze app. Effortlessly maintain an organized history of your interactions and ensure you always have the latest information on your clients.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
  2. automatically do this!
    Create Timeline Event
    Create Timeline Event
    Create Timeline EventCreates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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More things you can do with Zoho CRM and Cloze

Discover other triggers and actions you can use with Zoho CRM and Cloze

  • Zoho CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
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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 Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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