Integrate Cloze with Retently

Sync customer profiles and communication history with Retently to trigger surveys after significant interactions, use survey responses to update follow-up actions in Cloze, and enhance customer relationship strategies based on feedback scores.

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About Cloze

Cloze is a tool for managing professional relationships, providing access to communication history, notes, and follow-ups in one location.

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Cloze to Retently

1

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.
2

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
3

Person Change

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

1

Create/Update a Company

Creates a company.
2

Create a Note

Creates or updates a note.
3

Create/Update a Project

Creates or updates a project.
4

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
5

Create Communication

Creates a new communication record (email or call).
6

Create Timeline Event

Creates a new timeline event e.g. 'Ticket Closed' or 'Invoice Sent'.
7

Create/Update a Person

Creates or updates a person.
8

Create ToDo

Creates a new ToDo.

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