Agile CRM + Cloze Integration

Integrate Agile CRM to Cloze in one click, or tell Integrately AI how you want each lead handled. Sync new contacts, update person details, log communication notes, and track your professional connections automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

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Ready Workflows Ready Workflows for Agile CRM + Cloze Integration

Capture new contacts, update person records, log communication notes, and sync project milestones, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Cloze Integration

Create Cloze person for new Agile CRM contact

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 Agile CRM - Cloze integration, anytime a new Agile CRM contact 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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Connect more apps to your Agile CRM + Cloze flow

Connect customer interactions, email updates, and calendar bookings directly into your core relationship stack. Pick a combination and activate it in one click.

Agile CRM
Cloze
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GmailGmail (4)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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StripeStripe (3)
+
SlackSlack (3)
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Google SheetsGoogle Sheets (3)
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Create a Cloze person for every new Agile CRM contact, and send a welcome email in Gmail
New Agile CRM contacts instantly create a person in Cloze and trigger a welcome email in Gmail, so manual communication handoffs disappear.
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C
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When an Agile CRM deal is created, create a Cloze project and send a brief via Gmail
Deals created in Agile CRM automatically generate a project in Cloze and notify your team via Gmail.
A
C
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If an Agile CRM contact has a specific tag, create a Cloze person and email the account owner in Gmail
Tagged Agile CRM contacts route to Cloze as new persons and trigger an email alert in Gmail.
A
C
G
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Use Claude to draft a follow-up email when an Agile CRM task is created, log it in Cloze, and send via Gmail
Use AI to draft follow-up messaging when tasks are created in Agile CRM, update Cloze, and send via Gmail.

Supported triggers and actions for Agile CRM and Cloze

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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What can you automate with Agile CRM + Cloze?

Streamline your customer relationship management by automating data flow, updates, and notifications between Agile CRM and Cloze.

What you can automate?
🔄
Sync new Agile CRM contacts to Cloze instantly
Every contact created in Agile CRM automatically generates a corresponding person record in Cloze. Eliminate manual data entry and keep your professional network unified.
📋
Capture every submitted field without data loss
Map all custom contact fields, phone numbers, and email addresses from Agile CRM straight into your Cloze profiles. Ensure no vital detail gets left behind.
🔔
Alert the right team member the moment it happens
Trigger instant notifications in Slack or via email whenever a new deal or contact is created in Agile CRM, ensuring fast internal response times.
🔀
Route records based on submitted tag criteria
Apply conditional logic to handle VIP or enterprise contacts differently from standard leads, routing them to specific projects or team channels automatically.
📝
Keep project stages updated as milestones change
Whenever an Agile CRM deal milestone changes, automatically update the corresponding project status in Cloze to maintain accurate pipeline visibility.
🔍
Prevent duplicate records with smart search and update
Search existing company and person records before creating new entries, ensuring your Cloze and Agile CRM databases remain clean and deduplicated.
⚙️
Handle later status changes and milestone updates
Automate follow-up tasks and timeline events in Cloze when deals are won, lost, or updated with new milestones in Agile CRM.
🌐
Extend your workflow to external collaboration apps
Connect your core Agile CRM and Cloze pair with Slack, Google Sheets, or Gmail to build powerful multi-step operational pipelines.
And much more...

Who is Agile CRM + Cloze integration for?

Connecting Agile CRM and Cloze helps sales teams, founders, and account managers keep professional connections and customer records completely aligned without manual data entry.

Operations managers
Operations managers
Sales managers
Sales managers
Account directors
Account directors
Lead generation specialists
Lead generation specialists
Business development reps
Business development reps
Customer success managers
Customer success managers
📈
Operations managers
You're tracking customer lifecycle metrics across multiple tools, but your relationship records only update when someone manually exports contacts, so the pipeline counts you're reporting against are always a few hours behind — with this integration, every new contact lands in both apps instantly and your data stays current.
⚡
Sales managers
You need your team to act fast on incoming leads, but deals created in Agile CRM take too long to appear in Cloze, so reps find out about new opportunities too late — automating both apps means every deal triggers instant project creation and team alerts so nobody misses a critical follow-up.
📊
Account directors
You answer to stakeholders who want to see real-time progress on client accounts, but syncing records by hand leaves gaps in your timeline history — connecting these apps means every interaction and milestone flows automatically between platforms and your client reporting is always up to date.
🔄
Lead generation specialists
The volume of inbound leads is too high for anyone to keep up by hand, and manual data entry leads to frequent duplication across systems — this integration means every contact created in Agile CRM populates your Cloze database cleanly without human intervention.
🤝
Business development reps
You own the outreach stage and depend on upstream colleagues to hand over qualified contacts, but communication handoffs get lost between platforms — automating both apps means every stage change in Agile CRM instantly updates your professional connection records in Cloze.
🗂️
Customer success managers
You need a reliable history of every professional connection, but disjointed tool stacks keep leaving gaps in your communication logs — integrating these apps means every note and event is captured in one place so your customer history is never incomplete.
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Why choose Integrately to automate Agile CRM + Cloze

Build and manage your Agile CRM + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to Cloze?
Frequently Asked Questions
You can connect Agile CRM to Cloze instantly using ready-made workflows on Integrately. Simply pick a pre-built automation template, connect your accounts, and activate the flow in 1-click. You can also use Integrately AI to build custom multi-step flows connecting Gmail, Slack, and 1,500+ other apps.
Can I automatically sync new Agile CRM contacts to Cloze as persons?
Frequently Asked Questions
Can I connect Agile CRM, Cloze, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Cloze?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates in this integration?
Frequently Asked Questions
How are project updates handled in Cloze from Agile CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Cloze?
Frequently Asked Questions
Is the Agile CRM and Cloze integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Cloze With 1500+ Other Apps

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Sync Cloze with communication, project management, and scheduling platforms to keep professional networks organised.
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