Popular WHMCS + Cloze Workflows
Create Cloze person for new WHMCS contact
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 WHMCS - Cloze integration, anytime a new WHMCS 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.
Create Cloze person from new WHMCS ticket
Use this {{trigger.CustomerSupport}} - Cloze integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Cloze.
This makes it easy to keep track of your support tickets and persons in one place.
When Client is created in WHMCS > Check condition > Create person in Cloze
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WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.
See WHMCS IntegrationsCloze 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.
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