Cloze + Dominate Ai Integration

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Dominate Ai + Cloze Integration

Create Cloze person for new Dominate Ai 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 Dominate Ai - Cloze integration, anytime a new Dominate Ai 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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Cloze + Dominate Ai Integration
1.
  • Cloze
    Person is changed in Cloze Instant
  • Cloze
    Project is changed in Cloze Instant
  • Cloze
    Company is changed in Cloze Instant
  • Dominate Ai
    Account is created in Dominate Ai
  • Dominate Ai
    Lead is created in Dominate Ai
  • Dominate Ai
    Lead is converted in Dominate Ai
  • Dominate Ai
    Lead is on hold in Dominate Ai
  • Dominate Ai
    Deal is created in Dominate Ai
  • Dominate Ai
    Deal is closed in Dominate Ai
2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
  • Dominate Ai
    Create contact in Dominate Ai
  • Dominate Ai
    Create task in Dominate Ai
  • Dominate Ai
    Create followup in Dominate Ai
  • Dominate Ai
    Create note in Dominate Ai
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