Popular Cloze + Folioze Workflows
Create Cloze person from new Folioze order
But did you know that you can easily integrate Folioze with Cloze? This integration will allow you to automatically create a person for each new order in Cloze.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Create Cloze person for new Folioze form submission
Plus, all of the information from the Folioze is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Folioze - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
Create Cloze company for new Folioze form submission
Create Cloze person for new Folioze contact
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Cloze person and Folioze contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create Cloze note for new Folioze event
Create Cloze note for new Folioze contact
Update Cloze company for new Folioze contact
Create Cloze company for new Folioze contact
Update Cloze person from new Folioze event
When Booking is created in Folioze > Check any condition > Create person in Cloze
When Form response is created in Folioze > Check any condition > Create person in Cloze
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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 IntegrationsFolioze is a platform that enables you to create websites and landing pages in minutes. It has drag-and-drop elements where you can add elements such as text, images, videos and more into the website.
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