Popular Salesforce + Cloze Workflows
Create Cloze person for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Cloze company for new Salesforce record
When Contact is created in Salesforce > Check condition > Create person in Cloze
When Lead is created in Salesforce > Check condition > Create person in Cloze
When Record is created in Salesforce > Check any condition > Create person in Cloze
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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 IntegrationsCloze 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❤Trusted by 10,000+ Customers
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