Bind ERP + Cloze Integration

Connect Bind ERP to Cloze in 1 click

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Bind ERP + Cloze Integration

Create Cloze company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a company profile in Cloze whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and Bind ERP!
Bind ERP + Cloze Integration

Create Cloze person for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Cloze to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding person will be created in Cloze.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Create Your Own Bind ERP & Cloze Integration Without Any Code

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Bind ERP + Cloze Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • 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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