Cloze + Freshservice Integration

Connect Cloze to Freshservice - 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. With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Cloze & Freshservice using Integrately.

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Ready Workflows For Cloze + Freshservice Integration

Just click on the workflow you want to automate

Create Cloze note for new Freshservice ticket

Freshservice + Cloze Integration

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Create Cloze person from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Cloze. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Cloze integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Cloze.

This makes it easy to keep track of your support tickets and persons in one place.

Activate

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Create Your Own Cloze & Freshservice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

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
Ticket is created in Freshservice
Triggers the automation whenever a new ticket is created
Ticket is updated in Freshservice
Triggers the automation whenever a ticket is modified
Requester is created in Freshservice
Triggers the automation whenever a new requester is created
Requester is updated in Freshservice
Triggers the automation whenever a requester is updated

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
Create ticket in Freshservice
Automatically generates a new ticket
Create requester in Freshservice
Automatically generates new requester profiles with particular parameters
Get requester by ID in Freshservice
Automatically retrieves a requester's information using their unique ID
Get agent by ID in Freshservice
Get group by ID in Freshservice
Automatically retrieves a group by its ID

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Integrate Cloze & Freshservice In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

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

Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.

See Freshservice Integrations