Integrate Cloze with CloudTalk
Send information between Cloze and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Person changed
Triggers when a person is changed
Agent created
Triggers when a new agent is created
Call created
Triggers when a new call of the selected type is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create note
Creates or updates a note
Create or update project
Creates or updates a project
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create ToDo
Creates a new ToDo
Send SMS
Sends an SMS message
Create agent
Creates a new agent
Create contact
Creates a new contact
Add activity
Adds an activity to an existing contact
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
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.
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What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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