Apptivo + Cloze Integration

Connect Apptivo to Cloze in 1 click

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1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • 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.

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Ready Workflows Ready Workflows   for Apptivo + Cloze Integration

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Most popular automationmost-popular-automations
Apptivo + Cloze Integration

Create Cloze person for new Apptivo 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 Apptivo - Cloze integration, anytime a new Apptivo 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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Automations

Top 10 Most Popular Apptivo Automations from
Integrately Community

Just click on the workflow you want to automate

Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact

Top 10 Most Popular Cloze Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
02
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
03
Notion logo
Cloze logo
Create Cloze person for new Notion database item
04
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
05
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
cloud
Cloze
app integration
06
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
07
Cloze logo
Asana logo
Create Asana task for updated Cloze person
08
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
09
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
10
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
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Want to automate something else in your workflow?

You Can Also Connect Apptivo or Cloze With 1400+ Other Apps

Apptivo
Apptivo
Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.
Cloze
Cloze
Cloze 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.