Peak Funnels + Cloze Integration

Connect Peak Funnels to Cloze in 1 click

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1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
  • 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.

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Ready Workflows Ready Workflows   for Peak Funnels + Cloze Integration

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Most popular automationsmost-popular-automations
Peak Funnels + Cloze Integration

Create Cloze person from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Peak Funnels 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.
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Peak Funnels + Cloze Integration

Create Cloze person for new Peak Funnels form response

When someone completes your Peak Funnels, a new person is automatically created in your Cloze. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + Cloze Integration

Create Cloze person for new Peak Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

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 Peak Funnels 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.
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Automations

Top 10 Most Popular Peak Funnels Automations from
Integrately Community

Just click on the workflow you want to automate

Peak Funnels logo
Trello logo
Create Trello card for new Peak Funnels contact
Activate
Peak Funnels logo
CompanyHub logo
Create CompanyHub record for new Peak Funnels form response
Peak Funnels logo
Salesforce logo
Create Salesforce record for new Peak Funnels form response
Peak Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Peak Funnels form response
Peak Funnels logo
Notion logo
Create Notion database item for new Peak Funnels form response
Peak Funnels logo
Trello logo
Create Trello card for new Peak Funnels contact
Activate
Peak Funnels logo
CompanyHub logo
Create CompanyHub record for new Peak Funnels form response
Peak Funnels logo
Salesforce logo
Create Salesforce record for new Peak Funnels form response
Peak Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Peak Funnels form response
Peak Funnels logo
Notion logo
Create Notion database item for new Peak Funnels form response
Peak Funnels logo
Zoho Sheet logo
Create Zoho Sheet row for new Peak Funnels form response
Peak Funnels logo
Google Chat logo
Send Google Chat message for new Peak Funnels contact
Peak Funnels logo
sendSMS logo
Send sendSMS message for new Peak Funnels event
Peak Funnels logo
Braintree logo
Create Braintree customer from new Peak Funnels form response
Peak Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Peak Funnels form response
Peak Funnels logo
Zoho Sheet logo
Create Zoho Sheet row for new Peak Funnels form response
Peak Funnels logo
Google Chat logo
Send Google Chat message for new Peak Funnels contact
Peak Funnels logo
sendSMS logo
Send sendSMS message for new Peak Funnels event
Peak Funnels logo
Braintree logo
Create Braintree customer from new Peak Funnels form response
Peak Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Peak Funnels form response

Top 10 Most Popular Cloze Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
02
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
03
Notion logo
Cloze logo
Create Cloze person for new Notion database item
04
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
05
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
cloud
Cloze
app integration
06
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
07
Cloze logo
Asana logo
Create Asana task for updated Cloze person
08
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
09
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
10
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Peak Funnels or Cloze With 1400+ Other Apps

Peak Funnels
Peak Funnels
Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.
Cloze
Cloze
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.