Cloze + Sellsy Integration

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Create Cloze person for new Sellsy 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 Sellsy - Cloze integration, anytime a new Sellsy 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.

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Create Cloze company for new Sellsy company

Sellsy + Cloze Integration

Activate

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

Sellsy + Cloze Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Cloze & Sellsy

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Contact is created in Sellsy Instant
Contact is updated in Sellsy Instant
Opportunity is created in Sellsy Instant
Opportunity status is changed in Sellsy Instant
Task is updated in Sellsy Instant
Task is deleted in Sellsy Instant
Task is created in Sellsy Instant
Company is created in Sellsy Instant
Company is updated in Sellsy Instant

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 a company in Sellsy
Update company in Sellsy
Search company by name in Sellsy
Create a contact in Sellsy
Search contact by email in Sellsy
Update a contact in Sellsy
Create an opportunity in Sellsy
Create a task in Sellsy

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Cloze & Sellsy In 1 Click
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You Can Also Connect Cloze or Sellsy 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