Cloze + Salesforce Integration

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1.

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

2.

Trusted by experts at...

Ready Workflows for Cloze + Salesforce Integration

Just click on the workflow you want to automate

Most popular automations

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!

See more

Create Cloze company for new Salesforce record

Salesforce + Cloze Integration

Create Cloze company for new Salesforce account

Salesforce + Cloze Integration

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

Salesforce + Cloze Integration

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

Salesforce + Cloze Integration

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

Salesforce + Cloze Integration

1of1

Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Top 10 Most Popular Cloze Automations from
Integrately Community

Just click on the workflow you want to automate

Create Cloze note for new WhatsApp message

Create Monday.com item for updated Cloze person

Create Cloze person for new Notion database item

Create Cloze note for new Amelia booking

Create Cloze person for new WordPress user

Create Cloze note for new WhatsApp message

Create Monday.com item for updated Cloze person

Create Cloze person for new Notion database item

Create Cloze note for new Amelia booking

Create Cloze person for new WordPress user

Create Cloze note for new TextMagic message

Create Asana task for updated Cloze person

Create Cloze note for new Microsoft Office 365 message

Create Microsoft To-Do task for updated Cloze person

Create note in Cloze for Booking is cancelled in TidyCal

Create Cloze note for new TextMagic message

Create Asana task for updated Cloze person

Create Cloze note for new Microsoft Office 365 message

Create Microsoft To-Do task for updated Cloze person

Create note in Cloze for Booking is cancelled in TidyCal

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popular

01

Create Salesforce contact for new Elementor Forms form submission

02

Send Telegram message for new Salesforce record

03

Create Microsoft To-Do task for new Salesforce task

04

Create Salesforce opportunity for new Zoho Desk ticket

05

Create Salesforce record for new ManyChat external request

cloud

app integration

06

Create Salesforce contact for new Google Sheets row

07

Create Salesforce record for new Google Sheets row

08

Send WATI message for new Salesforce record

09

Create Google Calendar event for new Salesforce record

10

Create Salesforce contact for new WordPress user

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Cloze + Salesforce Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Connect Cloze + Salesforce Now

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Want to automate something else in your workflow?

You Can Also Connect Cloze or Salesforce With 1400+ Other Apps

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.

See Cloze Integrations

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Salesforce

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

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Google Contacts

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