Cloze + Optiin Integration

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Optiin + Cloze Integration

Create Cloze person from new Optiin order

As an online store owner, you're likely using Optiin to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Optiin with Cloze? This integration will allow you to automatically create a person for each new order in Cloze.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Optiin + Cloze Integration

Create Cloze person for new Optiin form submission

When someone completes your Optiin, a new person is automatically created in your Cloze. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Optiin is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Optiin - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
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Optiin + Cloze Integration

Create Cloze person for new Optiin contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Cloze person and Optiin contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Cloze + Optiin Integration
1.
  • Cloze
    Person is changed in Cloze Instant
  • Cloze
    Project is changed in Cloze Instant
  • Cloze
    Company is changed in Cloze Instant
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin Instant
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
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
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