Create Cloze company for new Solve CRM company
Solve CRM + Cloze Integration
Solve CRM + Cloze Integration
Integrate Cloze to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync professional connections, update company records, create projects, and manage customer service workflows automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- 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
Trusted by experts at...
Ready Workflows for Cloze + Solve CRM Integration
Sync professional connections, create Solve CRM contacts, update company records, and log communications, all in just one click.
Most popular automations
Create Cloze person for new Solve CRM 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 Solve CRM - Cloze integration, anytime a new Solve CRM 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 Solve CRM - Cloze integration, anytime a new Solve CRM 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 Solve CRM > Check condition > Create person in Cloze
Solve CRM + Cloze Integration
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Connect more apps to your Cloze + Solve CRM flow
Pick a combination and activate it in one click.
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Calendly (4)
Calendly (4) +
Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
Google Sheets (4)
Google Sheets (4) C
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Add every new Calendly invitee to Cloze as a person, and create a contact in Solve CRM
New Calendly invitees instantly appear in Cloze and Solve CRM without manual data entry.
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When a Calendly meeting is scheduled, update the matching person in Cloze and create a company in Solve CRM
Keep Cloze person records and Solve CRM company details updated automatically when meetings are booked.
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Create a note in Cloze and a contact in Solve CRM whenever a Calendly event is booked
Log meeting notes in Cloze and register contacts in Solve CRM the moment bookings happen.
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Create a project in Cloze and a company in Solve CRM for every new Calendly booking
Set up tracking projects in Cloze and company records in Solve CRM automatically from bookings.
Supported triggers and actions for Solve CRM and Cloze
Mix and match to build the exact automation you need
What can you automate with Cloze + Solve CRM?
Streamline your relationship management and customer service workflows with powerful 1-click automations.
🔄
Sync contacts between Cloze and Solve CRM
Automatically create a Solve CRM contact whenever a person is updated in Cloze or vice versa, ensuring your relationship management and customer service teams share identical information.
📋
Capture every submitted field and note
Transfer all custom fields, notes, and communications from Cloze into Solve CRM without missing critical background data.
🔔
Notify your team instantly on new records
Trigger team alerts the moment a new contact or company is created in Solve CRM or updated in Cloze.
🔀
Route records based on submitted criteria
Send high-priority contacts to specific Solve CRM pipelines while routing standard connections to standard Cloze views.
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Keep records updated as details change
Ensure edits to person or company records in Cloze automatically reflect in Solve CRM in real time.
🛡️
Upsert records to prevent duplicates
Search existing databases before creating new entries, ensuring contacts and companies are updated rather than duplicated.
📈
Manage later project and company status changes
Update project stages in Cloze and synchronize company modifications across Solve CRM automatically.
🔗
Extend your workflow to Google Sheets
Send new Cloze contacts and Solve CRM records straight to Google Sheets for advanced reporting and backup.
And much more...
Who is Cloze + Solve CRM integration for?
Connect relationship management and customer service operations to keep data unified and eliminate manual handoffs across your entire team.
Data analysts
Sales representatives
Account managers
Operations managers
Customer support specialists
Compliance officers
📊
Data analysts
You manage professional connection reports in Cloze, but your Solve CRM metrics only update when someone manually exports records, so the pipeline counts you review are always a few hours behind — with this integration, every contact lands in Solve CRM instantly and your reports stay current.
🎯
Sales representatives
You track initial meetings in Cloze, but you find out about new client inquiries too late because records are siloed, so leads go cold before you can reach out — with this integration, every new contact flows directly into Solve CRM so you can follow up immediately.
🤝
Account managers
You coordinate professional relationships in Cloze, but stakeholders demand constant progress updates while pipeline details remain scattered across tools, so client reviews become stressful guesswork — with this integration, every project update syncs straight to Solve CRM for seamless reporting.
⚙️
Operations managers
You handle high volumes of networking data in Cloze, but manual data entry causes severe bottlenecks as connection counts scale up, so teams constantly fall behind on administrative work — with this integration, all contact and company records sync automatically without manual bottlenecks.
🎧
Customer support specialists
You depend on sales teams to hand over client background from Cloze, but communication gaps leave you guessing about customer history, so onboarding starts with frustrating delays — with this integration, every contact and company record is already waiting in Solve CRM.
📋
Compliance officers
You audit professional network activity in Cloze, but manual record-keeping leaves persistent gaps in your audit history, so compliance checks become difficult to verify — with this integration, every update creates a reliable, permanent history across both apps.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Solve CRM + Cloze
Build and manage your Solve CRM + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Cloze to Solve CRM?
You can connect Cloze to Solve CRM in 1 click using ready-made workflows on Integrately. Choose a template, link your accounts, and let Integrately AI handle the setup.
Can I automatically sync contacts between Cloze and Solve CRM?
Can I connect Cloze, Solve CRM, and Slack?
What is a good Zapier alternative for Cloze and Solve CRM?
How are person updates in Cloze handled?
How are company records managed in Solve CRM?
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Is the Cloze and Solve CRM integration free?
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