Cloze + Salesforce Integration

Connect Cloze to Salesforce in 1 click

Integrate Cloze + Salesforce For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Cloze + Salesforce Workflows

Create Cloze company for new Salesforce account

Salesforce + Cloze Integration

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Create Cloze person for new Salesforce record

Automatically creating Cloze person records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Cloze company for new Salesforce record

Salesforce + Cloze Integration

Activate

When Contact is created in Salesforce > Check condition > Create person in Cloze

Salesforce + Cloze Integration

Activate

When Lead is created in Salesforce > Check condition > Create person in Cloze

Salesforce + Cloze Integration

Activate

When Record is created in Salesforce > Check any condition > Create person in Cloze

Salesforce + Cloze Integration

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Create Your Own Cloze & Salesforce Integration Without Any Code

Create Custom Workflow

Person is updated in Cloze Instant
Project is updated in Cloze Instant
Company is updated in Cloze Instant
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

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
Search record using query in Salesforce
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get record by Id in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce

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Integrate Cloze & Salesforce In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Cloze or Salesforce 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

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations