AeroLeads + Cloze Integration

Connect AeroLeads to Cloze - Automate your workflows in 1-click

Make use of AeroLeads and Cloze automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s AeroLeads + Cloze integration.
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AeroLeads + Cloze Integration

Create Cloze person for new AeroLeads prospect

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this AeroLeads - Cloze integration, anytime a new AeroLeads prospect is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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AeroLeads + Cloze Integration
1.
  • AeroLeads
    Prospect is created in AeroLeads

    Triggers the automation whenever a new prospect is added

  • Cloze
    Person is updated in Cloze

    Triggers the automation whenever a person's details are updated

    Instant
  • Cloze
    Project is updated in Cloze

    Triggers the automation whenever a project is updated

    Instant
  • Cloze
    Company is updated in Cloze

    Triggers the automation whenever the company's profile is updated

    Instant
2.
  • Cloze
    Create person in Cloze

    Automatically generates a new person

  • Cloze
    Update person in Cloze

    Automatically updates the information of a person

  • Cloze
    Create note in Cloze

    Automatically creates a new note in the particular format

  • Cloze
    Create communication in Cloze

    Automatically sends out messages or notifications to designated recipients

  • Cloze
    Create to do in Cloze

    Automatically creates a new to-do item

  • Cloze
    Update company in Cloze

    Automatically updates company information

  • Cloze
    Create company in Cloze

    Automatically generates a new company profile with given details

  • Cloze
    Create timeline event in Cloze

    Automatically creates a new timeline event

  • Cloze
    Create project in Cloze

    Automatically creates a new project

  • Cloze
    Update project in Cloze

    Automatically updates project information

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Integrate AeroLeads & Cloze In 1 Click
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