Cloze + Really Simple Systems CRM Integration

Connect Cloze to Really Simple Systems CRM in 1 click

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Popular Cloze + Really Simple Systems CRM Workflows

Create Cloze person for new Really Simple Systems CRM 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 Really Simple Systems CRM - Cloze integration, anytime a new Really Simple Systems CRM 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.

Activate

When Contact is created in Really Simple Systems CRM > Check condition > Create person in Cloze

Really Simple Systems CRM + Cloze Integration

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Opportunity is created in Really Simple Systems CRM
Contact is created in Really Simple Systems CRM
Account is created in Really Simple Systems CRM
Task is created in Really Simple Systems CRM
Activity is created in Really Simple Systems CRM

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 Opportunity in Really Simple Systems CRM
Create task in Really Simple Systems CRM
Create contact in Really Simple Systems CRM
Search contact by email in Really Simple Systems CRM
Update dropdown list in Really Simple Systems CRM
Create account in Really Simple Systems CRM
Search account in Really Simple Systems CRM
Create activity in Really Simple Systems CRM

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Cloze & Really Simple Systems CRM In 1 Click
And Save Time & Money Both

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 Cloze & Really Simple Systems CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Cloze & Really Simple Systems CRM 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

Really Simple Systems helps track your sales, leads, manage your contact lists, automate your marketing campaigns, and provide excellent customer service. Everything is conveniently located in one place, so you can always keep track of what's going on.

See Really Simple Systems CRM Integrations