Connect Cloze and Follow Up Boss to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Cloze to Follow Up Boss with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Cloze with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Company Change" from Cloze.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Cloze and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Filters
Try ItTriggerInstant- Filters
Try ItTriggerInstant- Company NameRequired
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
ActionWrite- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
ActionWrite
- Filters
Try ItTriggerInstant- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
ActionWrite- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
ActionWrite- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Cloze and Follow Up Boss
Track new deals in client relationship management.
When a new deal is created in Follow Up Boss, Zapier automatically logs the transaction as a project in Cloze. This keeps business owners organized, ensuring no client interactions are missed while providing a unified view of deal progress.
Business OwnerRecord task updates from a project deal.
When a task related to a deal is updated in Follow Up Boss, Zapier triggers the creation of a timeline event in Cloze. This automation provides clear visibility into deal-related tasks for project managers, streamlining task tracking and coordination.
Project ManagementKeep client contact data up-to-date.
When a contact's stage is updated in Follow Up Boss, Zapier triggers a person update in Cloze to ensure the most recent client data is always accessible in one place. This automation improves data accuracy and consistency while reducing manual updates.
Sales Ops
