Popular awork + Cloze Workflows
Create Cloze person for new awork client
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 awork - Cloze integration, anytime a new awork client 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 company from new awork project
That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Cloze whenever you create a project in awork.
When Client is added in awork > Check condition > Create person in Cloze
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awork is a simple project management platform for personal and business use. It's focus is to help users track their tasks in the easiest way possible, saving them time and energy.
See awork 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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