Cloze + Teamleader Focus Integration

Connect Cloze to Teamleader Focus - Automate your workflows in 1-click

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Ready workflows for Cloze + Teamleader Focus Integration

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Create Cloze person for new Teamleader Focus 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 Teamleader Focus - Cloze integration, anytime a new Teamleader Focus 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 Teamleader Focus company

Teamleader Focus + Cloze Integration

Activate

When Contact is created in Teamleader Focus > Check condition > Create person in Cloze

Teamleader Focus + Cloze Integration

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Create Your Own Cloze & Teamleader Focus Integration Without Any Code

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

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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 Teamleader Focus Instant
Deal is accepted in Teamleader Focus Instant
Deal is created in Teamleader Focus Instant
Deal is updated in Teamleader Focus Instant
Company is created in Teamleader Focus Instant
Invoice is paid in Teamleader Focus 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 contact in Teamleader Focus
Update contact in Teamleader Focus
Search contact in Teamleader Focus
Create deal in Teamleader Focus
Update deal in Teamleader Focus
Search deal in Teamleader Focus
Create company in Teamleader Focus
Link contact to company in Teamleader Focus

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Zapier

😐

750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Cloze & Teamleader Focus In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Cloze or Teamleader Focus 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

The easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.

See Teamleader Focus Integrations