Integrate Cloze with NetHunt CRM

Send information between Cloze and NetHunt CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Cloze and NetHunt CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company changed

Triggers when a company is changed.

Person Change

Triggers when a person is changed.

Project Change

Triggers when a project is changed.

New comment

Triggers when a new comment is created in the selected folder

New or updated record

Triggers when a record is created, modified, or deleted

New record

Triggers when a new record is created in the selected folder

All Actions - Actions are the automated tasks

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 communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

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 record

Creates a new record in the selected folder

Add Gmail thread to record

Adds an email conversation from Gmail to the specified record

Create comment

Creates a new comment for the specified record

Update record

Updates details of the specified record

Fetch record - By ID

Fetches a record by ID

Fetch record - By data

Fetches a record by any data present

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.

What is NetHunt CRM?

NetHunt CRM is a CRM solution for Gmail. You can receive live updates from your team, track email opens, and manage your sales pipeline.

CRM

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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Technical Engineer, Master Liveaboards

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