Question 1

What manual work around Cloze can be automated?

Accepted Answer

You can automate the creation and updating of contact records in Cloze based on incoming data from email, forms, or other business tools. Common automations include adding new contacts from lead sources, logging calls and meetings automatically, attaching notes or follow-up tasks to existing records, and triggering notifications when specific contact information changes. This removes the need to manually enter data into Cloze or remember to update contact details across your workflow.

Question 2

How does data flow between Cloze and other tools when automated?

Accepted Answer

Incoming data enters Cloze through API connections or integrations that pass contact details, email history, call logs, or meeting records into your contact profiles. Outbound data from Cloze can be sent to other business tools, such as task managers or CRM extensions, to trigger actions based on contact activity or follow-up needs. The direction and format of data flow depends on how you configure the connection, and delays may occur if data requires transformation or conditional routing before reaching Cloze.

Question 3

What are common problems when automating with Cloze?

Accepted Answer

Duplicate contacts are a frequent issue when automating data entry, especially if multiple sources send similar records without a deduplication check. Email and communication history may not sync fully if the connection does not have proper permissions or if messages fall outside Cloze's indexing window. Custom fields or contact attributes may not map correctly during automation if field names or data types don't align between Cloze and the source system. Testing integrations with a small batch of records before rolling out automation prevents widespread data problems.

Question 4

How should we structure Cloze so automations work reliably?

Accepted Answer

Define clear naming conventions for contact types, tags, and custom fields before connecting automations, so incoming data maps to the correct fields consistently. Assign required fields that automations must populate, and use contact tagging to categorize records by source or status, making it easier for automations to identify and update the right contacts. Document your field structure and automation rules so team members understand which actions are automated and which require manual input, reducing the chance of conflicting updates or missing data.

Automate the manual work in Cloze

Cloze by the numbers

Top 5 Cloze friction points when done manually

Manually syncing contact details into Cloze

Updating Cloze after every client conversation

Reconciling duplicate contacts across Cloze

Hunting for historical emails in Cloze

Exporting Cloze data for reporting and analysis

What you can automate in Cloze

Add new Follow Up Boss contacts to Cloze as people

Add new Luxury Presence leads to Cloze

Create or update Cloze persons from new Jotform submissions

Create or update persons in Cloze from new or updated contacts in Google Contacts

Create/update Cloze people when new Curb Hero leads arrive

Tools commonly connected to Cloze

Cloze Automation questions

Ready to automate your work in Cloze?