Fluent CRM + Cloze Integration

Connect Fluent CRM to Cloze in 1 click

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Popular Fluent CRM + Cloze Workflows

Create Cloze person for new Fluent CRM 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 Fluent CRM - Cloze integration, anytime a new Fluent CRM 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.

Activate

When Contact is created in Fluent CRM > Check condition > Create person in Cloze

Fluent CRM + Cloze Integration

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Contact is created in Fluent CRM
Contact is updated in Fluent CRM
Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
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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Integrate Fluent CRM & Cloze In 1 Click
And Save Time & Money Both

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 Fluent CRM & 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 Fluent CRM & Cloze With 1100+ Other Apps

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM Integrations

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