Cloze and Salesflare
How to connect Cloze
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — 22 modules available. Set it up ↗
What you can automate
- When new Task in Salesflare, create ToDo in Cloze.
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.
Cloze operations on Zapier
Triggers (3)
Start a workflow when this happens
- 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.
- Person Change — Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
- Project Change — Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Actions (8)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- 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 ToDo — Creates a new ToDo.
- Create a Note — Create or update a note.
Show 3 more actions
- Create/Update a Company — Creates a company.
- Create/Update a Person — Creates or updates a person.
- Create/Update a Project — Creates or updates a project.
Cloze operations on Make
Triggers (3)
Start a workflow when this happens
- Watch Company Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
- Watch Person Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
- Watch Project Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
Actions (16)
Things Salesflare can make it do
- Create a Communication Record — Creates a new communication record.
- Create a Company — Creates a new company.
- Create a Content — Creates new note, event or external to do.
- Create a Person — Creates a new person.
- Create a Project — Creates a new project.
Show 11 more actions
- Create a To Do — Creates a new to do.
- Delete a Company — Deletes a company specified by unique identifier.
- Delete a Person — Deletes a person specified by unique identifier.
- Delete a Project — Deletes a project specified by ID.
- Get a Company — Retrieves a details of a company specified by unique identifier.
- Get a Person — Retrieves a details of a person specified by unique identifier.
- Get a Project — Retrieves a project details specified by unique identifier.
- Make an API Call — Performs an arbitrary API call.
- Update a Company — Updates a company specified by ID.
- Update a Person — Updates a person specified by ID.
- Update a Project — Updates a project specified by name.
Searches (3)
Look up existing records
- Find Companies — Searches companies.
- Find People — Searches people that match a search parameters.
- Find Projects — Searches projects.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free