Integrate Cloze with Follow Up Boss
Send information between Cloze and Follow Up Boss automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Follow Up Boss using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a project
Creates or updates a project
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create ToDo
Creates a new ToDo
Create contact
Creates a new contact
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
Similar apps
What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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Webhook triggers
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