ZipperAgent + Cloze Integrations

See the kind of workflows teams build with ZipperAgent and Cloze below — describe the exact one you want above and the Agent builds it on demand.

ZipperAgent + Cloze When a new contact is created in ZipperAgent, sync contact history to Cloze. See details

Sync newly created leads across CRM platforms When a new lead is captured in ZipperAgent, automatically create or update the matching contact in Cloze to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Cloze, update the corresponding opportunity stage in ZipperAgent for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in ZipperAgent, log a status update activity on the corresponding account record in Cloze. See details

Browse the full workflow library →

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Triggers & actions for ZipperAgent and Cloze

Everything ZipperAgent and Cloze can do inside a workflow — the triggers that start one and the actions that run when it fires.

ZipperAgent Explore ZipperAgent →

A real estate customer relationship management platform that helps agents manage leads, property listings, and sales pipelines.

Triggers

New Contact

Triggers when a new contact is added.

Actions

Create Contact

Create Contact - Creates a contact.

Cloze Explore Cloze →

Cloze is an automated CRM and smart relationship management assistant that consolidates contacts, emails, calls, and meetings into one timeline.

Triggers

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.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Actions

Create Communication

Create a new communication record (email or call).

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.

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