Clientify + Cloze Integration

Integrate Clientify to Cloze in one click, or tell Integrately AI how you want each contact handled. Organise professional connections, sync updates, log communications, and trigger follow-ups automatically.

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1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • 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.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • 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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Ready Workflows Ready Workflows for Clientify + Cloze Integration

Capture contacts, organise professional profiles, update companies, track projects, and log communications, all in just one click.

Most popular automationsmost-popular-automations
Clientify + Cloze Integration

Create Cloze person from new Clientify contact

If you're an ecommerce business owner who uses Clientify to power your online store, you'll be happy to know that when a new person is created in Cloze, this automation will automatically create a contact in Clientify.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Got a different task in mind? Describe it

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Connect more apps to your Clientify + Cloze flow

Send follow-up emails, sync customer data, schedule meetings, and alert your team on external channels. Pick a combination and activate it in one click.

Clientify
Cloze
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
WhatsAppWhatsApp (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
C
C
G
Create a Cloze person for every new Clientify contact, and send a welcome email in Gmail.
New Clientify contacts instantly become Cloze persons while a welcome email goes out through Gmail, eliminating manual entry and delayed replies.
C
C
G
When a deal is created in Clientify, create a Cloze project and send a briefing email via Gmail.
Clientify deals automatically initialize Cloze projects and dispatch briefing emails via Gmail, keeping your team aligned on new business.
C
C
G
When a task is created in Clientify, create a Cloze to do item and notify the assignee in Gmail.
Clientify tasks instantly generate Cloze to-do items and trigger notification emails in Gmail to ensure timely follow-ups.

Supported triggers and actions for Clientify and Cloze

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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What can you automate with Clientify + Cloze?

Streamline your sales pipeline and professional relationship management with robust, automated workflows.

What you can automate?
🔄
Sync new contacts and deals seamlessly
Instantly create a Cloze person or project whenever a new contact or deal is created in Clientify, eliminating manual data entry.
📋
Capture every submitted field and detail
Map all available contact fields and custom properties between Clientify and Cloze so no important client information is ever left behind.
🔔
Notify your team as events happen
Alert sales reps and relationship managers immediately when a deal stage updates or a new task is created across your apps.
🔀
Route records based on custom criteria
Trigger different actions in Cloze depending on the specific deal value or task category submitted in your Clientify workspace.
🔄
Keep destinations updated in real time
Automatically update company profiles and person records in Cloze whenever corresponding details change in Clientify.
🔍
Search and update instead of duplicating
Look up existing records before creating new ones to maintain a clean, deduplicated database across both platforms.
📦
Handle later status and pipeline changes
Close deals, update project stages, and log timeline milestones in Cloze automatically when orders or tasks complete in Clientify.
⚡
Extend workflows to external apps
Trigger automated follow-up emails in Gmail or notify team channels the moment your Clientify and Cloze sync completes.
And much more...

Who is Clientify + Cloze integration for?

Connecting Clientify and Cloze eliminates manual record duplication for sales teams, relationship managers, and business operators who depend on accurate data.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Business analysts
Business analysts
📈
Performance marketers
You're running outreach campaigns but your pipeline tracking only updates when someone manually exports leads, so the contact counts you review are always outdated — with this integration, every new lead lands in both platforms instantly and your data stays current.
⚡
Sales representatives
You manage incoming client inquiries across multiple touchpoints but find out about new leads too late because data entry lags behind — with this integration, every contact and deal moves instantly between systems so you can act immediately.
🤝
Account managers
You answer to stakeholders who want to see immediate progress on every client interaction, but manual status logging causes delays — with this integration, every project and communication log updates automatically to show transparent progress.
📊
Customer support leads
The volume of incoming client requests is too high for anyone to keep up by hand, leading to scattered notes and missed follow-ups — with this integration, every ticket and task syncs seamlessly across your workspace without manual effort.
🔄
Operations specialists
You own the post-sale workflow and depend on upstream teams to hand over lead data, but manual handoffs cause friction — with this integration, every deal stage change and order flows across apps without manual bottlenecks.
🗂️
Business analysts
You need a reliable history of client communications and keep finding gaps in your reporting due to incomplete manual entry — with this integration, every timeline event and communication is captured accurately from day one.
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Why choose Integrately to automate Clientify + Cloze

Build and manage your Clientify + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientify + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientify to Cloze?
Frequently Asked Questions
You can connect Clientify to Cloze instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build the automation for you. It takes just a few moments to link your accounts and sync contacts, deals, and communications across Gmail, HubSpot, and 1,500+ other apps without any coding.
Can I automatically sync new Clientify contacts to Cloze?
Frequently Asked Questions
Can I connect Clientify, Cloze, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Cloze?
Frequently Asked Questions
How are deal updates handled between Clientify and Cloze?
Frequently Asked Questions
Can I log communications in Cloze from Clientify activities?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Clientify and Cloze integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or Cloze With 1500+ Other Apps

Clientify
Popular Clientify Integrations
Connect Clientify to marketing, email, and billing platforms to capture and nurture leads effectively.
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Cloze
Popular Cloze Integrations
Sync Cloze with project management, communication, and reporting tools to keep professional relationships organized.
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No popular apps found