Cloze + PersistIQ Integration

Connect Cloze to PersistIQ in 1 click

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Popular Cloze + PersistIQ Workflows

Create Cloze person for new PersistIQ prospect

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 PersistIQ - Cloze integration, anytime a new PersistIQ prospect 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.

Activate

When Prospect is created in PersistIQ > Check condition > Create person in Cloze

PersistIQ + Cloze Integration

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Prospect is created in PersistIQ

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
Add prospect to campaign in PersistIQ
Create or update prospect in PersistIQ
Create prospect in PersistIQ
Update prospect status in PersistIQ
Add do not contact domain in PersistIQ

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750 Tasks

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Integrate Cloze & PersistIQ In 1 Click
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You Can Also Integrate Cloze & PersistIQ 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

PersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.

See PersistIQ Integrations