Cloze + SWELLEnterprise Integration

Connect Cloze to SWELLEnterprise in 1 click

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Popular Cloze + SWELLEnterprise Workflows

Create Cloze person for new SWELLEnterprise 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 SWELLEnterprise - Cloze integration, anytime a new SWELLEnterprise 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 SWELLEnterprise company

SWELLEnterprise + Cloze Integration

Activate

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

SWELLEnterprise + Cloze Integration

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Client is created in SWELLEnterprise Instant
Client is updated in SWELLEnterprise Instant
Client is deleted in SWELLEnterprise Instant
Lead is created in SWELLEnterprise Instant
Lead is updated in SWELLEnterprise Instant
Lead is deleted in SWELLEnterprise Instant
Invoice is created in SWELLEnterprise Instant
Invoice is updated in SWELLEnterprise Instant
Invoice is deleted in SWELLEnterprise 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 client in SWELLEnterprise
Create opportunity in SWELLEnterprise
Create contact in SWELLEnterprise
Create board in SWELLEnterprise
Create campaign in SWELLEnterprise
Create event in SWELLEnterprise
Create vendor in SWELLEnterprise
Create lead in SWELLEnterprise
Create subscriber in SWELLEnterprise

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You Can Also Integrate Cloze & SWELLEnterprise 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

Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.

See SWELLEnterprise Integrations