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Create Agiled task for updated Cloze person
Create Agiled task for updated Cloze person
Create Cloze person for new Agiled contact
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 Agiled - Cloze integration, anytime a new Agiled 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.
Create Cloze person for new Agiled proposal
But what if you could automatically create a person in Cloze each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new person in Cloze.
When Contact is created in Agiled > Check condition > Create person in Cloze
When Employee is created in Agiled > Check condition > Create person in Cloze
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to automate repetitive tasks between Agiled & Cloze
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Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!
See Agiled IntegrationsCloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
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