Cloze + Pike13 Integration

Connect Cloze to Pike13 in 1 click

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Popular Cloze + Pike13 Workflows

Create Cloze person for new Pike13 person

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 Pike13 - Cloze integration, anytime a new Pike13 person 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.

Activate

When Person is created in Pike13 > Check condition > Create person in Cloze

Pike13 + Cloze Integration

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Person is created in Pike13 Instant
Person is updated in Pike13 Instant
Transaction is created in Pike13 Instant
Transaction is updated in Pike13 Instant
Event occurrence is upcoming in Pike13 Instant
Invoice is created in Pike13 Instant
Invoice is updated in Pike13 Instant

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
Create person in Pike13
Update person in Pike13
Search person in Pike13
Add a note to event occurrence in Pike13
Add a note to person in Pike13

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You Can Also Integrate Cloze & Pike13 With 1100+ 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

Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.

See Pike13 Integrations