Cloze + Deskera Integration

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

Make use of Cloze automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Cloze & Deskera using Integrately.
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Deskera + Cloze Integration

Create Cloze person for new Deskera 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 Deskera - Cloze integration, anytime a new Deskera 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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Cloze + Deskera Integration
1.
  • Cloze
    Person is updated in Cloze

    Triggers the automation when a person's details are updated

    Instant
  • Cloze
    Project is updated in Cloze

    Triggers the automation when a project is updated

    Instant
  • Cloze
    Company is updated in Cloze

    Triggers the automation when the company's profile is updated

    Instant
  • Deskera
    Contact is created in Deskera

    Triggers the automation when a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation when a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation when a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation when a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation when a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation when a payment entry is created

2.
  • Cloze
    Create person in Cloze

    Generates a new person

  • Cloze
    Update person in Cloze

    Updates the information of a person

  • Cloze
    Create note in Cloze

    Creates a new note in the particular format

  • Cloze
    Create communication in Cloze

    Sends out messages or notifications to designated recipients

  • Cloze
    Create to do in Cloze

    Creates a new to-do item

  • Cloze
    Update company in Cloze

    Updates company information

  • Cloze
    Create company in Cloze

    Generates a new company profile with given details

  • Cloze
    Create timeline event in Cloze

    Creates a new timeline event

  • Cloze
    Create project in Cloze

    Creates a new project

  • Cloze
    Update project in Cloze

    Updates project information

  • Deskera
    Search invoice in Deskera

    Searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Creates a new payment entry

  • Deskera
    Create contact in Deskera

    Adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Adds a new contact to the crm contact list

  • Deskera
    Search product in Deskera

    Searches for a product

  • Deskera
    Create product in Deskera

    Generates and launch new products

  • Deskera
    Create account in Deskera

    Generates a new account

  • Deskera
    Search account in Deskera

    Searches for account information

  • Deskera
    Create quotation in Deskera

    Generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Updates contact information with new details

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