Cloze + Dex

Manage Cloze company changes by creating or updating contacts in Dex

This workflow starts as soon as there's a company change in Cloze app, immediately updating or creating a new contact in the Dex app. This automation alleviates the hassle of manual data entry between platforms and keeps your Dex contacts in line with your Cloze changes. It's a streamlined solution to ensure seamless data management across your platforms.

This workflow starts as soon as there's a company change in Cloze app, immediately updating or creating a new contact in the Dex app. This automation alleviates the hassle of manual data entry between platforms and keeps your Dex contacts in line with your Cloze changes. It's a streamlined solution to ensure seamless data management across your platforms.

  1. When this happens...
    ClozeCloze
    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.

    TriggerInstant
  2. automatically do this!
    DexDex
    Create or Update Contact

    Creates or Updates a Contact in the system

    ActionWrite
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Supported triggers and actions

    • Filters

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Author Name

    • Author Address

    • Subject

    • Body

    • Body Type

    • About Name

    • About Address

    • Source App Link Name

    • Source App Link URL

    • Additional Fields

    Action
    Write
    • 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

    Action
    Write
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cloze logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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dex logo

About Dex

Dex is a personal CRM that helps you build stronger relationships.
Learn more

Related categories

  • CRM (Customer Relationship Management)