Cloze + HubSpot

Create new HubSpot contacts when person changes occur in Cloze

Whenever there's a change in a person's details in Cloze, this workflow instantaneously feeds this information into HubSpot, thus creating a new contact. This seamless connection between the two platforms eliminates the need for redundant manual data entry and ensures your contact list remains up-to-date. With this workflow, streamline your relationship management process in HubSpot with direct inputs from Cloze.

Whenever there's a change in a person's details in Cloze, this workflow instantaneously feeds this information into HubSpot, thus creating a new contact. This seamless connection between the two platforms eliminates the need for redundant manual data entry and ensures your contact list remains up-to-date. With this workflow, streamline your relationship management process in HubSpot with direct inputs from Cloze.

  1. When this happens...
    ClozeCloze
    Person Change

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

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    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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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)

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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