Integrate Customerly with Cloze
Send information between Customerly and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customerly and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project changed
Triggers when a project is changed
Company changed
Triggers when a company is changed
Person changed
Triggers when a person is changed
All Actions - Actions are the automated tasks
Create or update user
Creates or updates a user
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create or update project
Creates or updates a project
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
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 note
Creates or updates a note
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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