Integrate Salesmate with Cloze
Send information between Salesmate and Cloze automatically, without writing any code, using Zoho Flow.
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Connect Salesmate and Cloze with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesmate and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
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
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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