Create Cloze company for new Salesmate company
Salesmate + Cloze Integration
Cloze + Salesmate Integration
Connect Cloze to Salesmate in 1 click
Free forever.Use premium features free for 14 days.1.
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
Contact is created in Salesmate- Contact is updated in Salesmate Instant
- Deal is created in Salesmate
- Deal is updated in Salesmate Instant
- Company is created in Salesmate
- Company is updated in Salesmate Instant
- Activity is updated in Salesmate Instant
- Activity is created in Salesmate
2.
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Ready Workflows for Cloze + Salesmate Integration
Just click on the workflow you want to automate
Most popular automations
Create Cloze person for new Salesmate 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 Salesmate - Cloze integration, anytime a new Salesmate 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.
See moreHowever, 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 Salesmate - Cloze integration, anytime a new Salesmate 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.
When Contact is created in Salesmate > Check condition > Create person in Cloze
Salesmate + Cloze Integration
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Our team can create automations for you... At no extra cost!
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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 Salesmate Automations from
Integrately Community
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
03
Create Salesmate contact for new WPForms form submission
04
Create Salesmate contact for new tawk.to chat
05
Create Credit Repair Cloud client for new Salesmate contact
06
Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
03
Create Salesmate contact for new WPForms form submission
04
Create Salesmate contact for new tawk.to chat
05
Create Credit Repair Cloud client for new Salesmate contact
06
Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
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2
Connect Accounts
3
Automation is ready
Connect Cloze + Salesmate Now 
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Want to automate something else in your workflow?
You Can Also Connect Cloze or Salesmate 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.
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
