DocSend

DocSend + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Cloze, with as many as 21 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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New Link Created

This trigger fires when you create a new link in DocSend.

Create/Update a Person

Creates or updates a person.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Communication

Create a new communication record (email or call).

New Visit

Triggers when you get a new visit.

Create Timeline Event

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

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 Project

Creates or updates a project.

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 ToDo

Creates a new ToDo.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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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.

See Cloze Integrations