Salesforce + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Cloze.


Get started with workflows like: Add new Salesforce leads to Cloze as people. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Cloze in Minutes

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

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantCompany Change

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

InstantProject Change

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

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantPerson Change

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

How Salesforce + Cloze Integrations Work

  1. Step 1: Authenticate Salesforce + Cloze.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Salesforce + Cloze