OnePageCRM + Cloze Integration

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

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Create Cloze person for new OnePageCRM 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 OnePageCRM - Cloze integration, anytime a new OnePageCRM 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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Create Your Own OnePageCRM & Cloze Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between OnePageCRM & Cloze

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Contact is updated in OnePageCRM
New contact is created in OnePageCRM
Pending deal is created in OnePageCRM
Deal is won in OnePageCRM
New action is created in OnePageCRM
Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant

Create note attachment in OnePageCRM
Add note to a contact in OnePageCRM
Create contact in OnePageCRM
Search contact by name in OnePageCRM
Create person in Cloze
Update person in Cloze
Create note in Cloze
Create communication in Cloze
Create to do in Cloze
Update company in Cloze
Create company in Cloze
Create timeline event in Cloze
Create project in Cloze
Update project in Cloze

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate OnePageCRM & Cloze In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate OnePageCRM & Cloze with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect OnePageCRM or Cloze With 1100+ Other Apps

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM 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