Wise Agent CRM

Wise Agent CRM + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Wise Agent CRM and Cloze, with as many as 3 possible integrations. Are you ready to find your productivity superpowers?

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Connect Wise Agent CRM + Cloze in Minutes

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

All Triggers & Actions

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.

Create/Update a Company

Creates a company.

Create a Note

Create or update a note.

Create/Update a Project

Creates or updates a project.

InstantPerson 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).

Create Timeline Event

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

Create/Update a Person

Creates or updates a person.

Create ToDo

Creates a new ToDo.

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