BoondManager + Cloze Integration

Connect BoondManager to Cloze - Automate your workflows in 1-click

Make use of BoondManager and Cloze automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s BoondManager + Cloze integration.

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Ready Workflows For BoondManager + Cloze Integration

Just click on the workflow you want to automate

Create Cloze person for new BoondManager 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 BoondManager - Cloze integration, anytime a new BoondManager 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.

Activate

Create Cloze company for new BoondManager company

BoondManager + Cloze Integration

Activate

When Candidate is created in BoondManager > Check condition > Create person in Cloze

BoondManager + Cloze Integration

Activate

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Create Your Own BoondManager & Cloze Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Candidate is created in BoondManager
Triggers the automation whenever a new candidate is added
Instant
Contact is updated in BoondManager
Triggers the automation whenever a contact is updated
Instant
Contact is created in BoondManager
Triggers the automation whenever a new contact is created
Instant
Candidate is updated in BoondManager
Triggers the automation whenever a candidate profile is updated
Instant
Resource is created in BoondManager
Triggers the automation whenever a resource is created
Instant
Action is created in BoondManager
Triggers the automation whenever a new action is created
Instant
Action is updated in BoondManager
Triggers the automation whenever action is updated
Instant
Company is created in BoondManager
Triggers the automation whenever a new company is created
Instant
Company is updated in BoondManager
Triggers the automation whenever a company is updated
Instant
Opportunity is created in BoondManager
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in BoondManager
Triggers the automation whenever any opportunity is updated
Instant
Project is created in BoondManager
Triggers the automation whenever a new project is created
Instant
Project is updated in BoondManager
Triggers the automation whenever a project is updated
Instant
Invoice is created in BoondManager
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in BoondManager
Triggers the automation whenever an invoice is updated
Instant
Person is updated in Cloze
Triggers the automation whenever a person's details are updated
Instant
Project is updated in Cloze
Triggers the automation whenever a project is updated
Instant
Company is updated in Cloze
Triggers the automation whenever the company's profile is updated
Instant

Create candidate in BoondManager
Automatically generates a new candidate profile
Update candidate in BoondManager
Automatically updates candidate information
Create contact in BoondManager
Automatically adds a new contact to the database
Search contact in BoondManager
Automatically finds and retrieves contact information
Search candidate in BoondManager
Automatically searches through candidate profiles
Update contact in BoondManager
Automatically updates contact information with new details
Import file in BoondManager
Automatically uploads and integrate external data files
Create company in BoondManager
Automatically generates a new company profile with given details
Search company in BoondManager
Automatically find information about a company
Update company in BoondManager
Automatically updates company information
Create opportunity in BoondManager
Automatically creates a new instance of the support system
Create resource in BoondManager
Automatically generates a new resource
Search resource in BoondManager
Automatically searches for a resource
Update resource in BoondManager
Automatically updates the particular resource with the latest information
Create person in Cloze
Automatically generates a new person
Update person in Cloze
Automatically updates the information of a person
Create note in Cloze
Automatically creates a new note in the particular format
Create communication in Cloze
Automatically sends out messages or notifications to designated recipients
Create to do in Cloze
Automatically creates a new to-do item
Update company in Cloze
Automatically updates company information
Create company in Cloze
Automatically generates a new company profile with given details
Create timeline event in Cloze
Automatically creates a new timeline event
Create project in Cloze
Automatically creates a new project
Update project in Cloze
Automatically updates project information

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Integrate BoondManager & Cloze In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect BoondManager or Cloze With 1200+ Other Apps

BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.

See BoondManager Integrations

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.

See Cloze Integrations