Insightly + Cloze Integration

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Popular Insightly + Cloze Workflows

Create Cloze company for new Insightly organisation

Insightly + Cloze Integration

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Create Cloze person for new Insightly 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 Insightly - Cloze integration, anytime a new Insightly 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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When Contact is created in Insightly > Check condition > Create person in Cloze

Insightly + Cloze Integration

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

Insightly + Cloze Integration

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Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Opportunity is created in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Project is created in Insightly
Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant

Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Search opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
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

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750 Tasks

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2,000 Tasks

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Integrate Insightly & Cloze In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Cloze with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Insightly & Cloze With 1100+ Other Apps

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

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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