Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
CRM (Customer Relationship Management)
Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrações
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Get All Lists
Retrieve a list of lists (include stage and segment).
Get Lists
Retrieve a list of lists.
Get People Segments
Triggers when the user needs a list of people segments.
Get People Stages
Triggers when the user needs a list of people stages.
Get Project Segments
Triggers when the user needs a list of project segments.
Get Project Stages
Triggers when a user needs a list of project stages.
Get Segments
Triggers when the user needs a list of segments.
Get Stages
Triggers when the user needs a list of stages.
New Person Added to a List (Retired)
Triggers when a person is added to a specific list.
Person Removed From List (Retired)
Triggers when a person is removed from a specific list.
Person Change
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Person Changes Stage (Retired)
Triggers when a person changes stage.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Get Team Members
Retrieve a list of team members.
Get Team ShareTo Targets
List of Share To targets in a team.
Test Trigger
Triggers when we test.
Create Communication
Create a new communication record (email or call).
Create Content (Retired)
Creates a note or event in Cloze. This action is deprecated and has been replaced with Create Note and Create Event.
Create/Update a Company
Creates a company.
Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Create a Note
Create or update a note.
Create/Update a Person
Creates or updates a person.
Create/Update a Project
Creates or updates a project.
Create ToDo
Creates a new ToDo.
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