Salesforce integration with Cloze
How to Add new Salesforce leads to Cloze as people
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce leads to Cloze as people" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cloze integrations
Cloze actions
Nekton can use any feature that is available in Cloze API.
Using our advanced AI, you can easily create custom automations for Cloze.
Here are some typical actions you can do in your automated workflows.
Create/Update a Company
Creates a company.
Create a Note
Create or update a note.
Create/Update a Project
Creates or updates a project.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Create Communication
Create a new communication record (email or call).
Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
About 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.