Connect Cloze and Centralstation CRM
Integrate Cloze with Centralstation CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New Company in Centralstation-crm
Create ToDo in Cloze when New Company in Centralstation-crm
Add a Communication Record in Cloze when New Company in Centralstation-crm
Create a Person in Cloze when New Company in Centralstation-crm
Create a Project in Cloze when New Company in Centralstation-crm
Popular Cloze + Centralstation CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Cloze
When this happens...
Person Change
Company Change
Project Change
Choose an action
Centralstation CRM
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Delete Company in Cloze when New Company in Centralstation-crm
Use this flowCreate ToDo in Cloze when New Company in Centralstation-crm
Use this flowAdd a Communication Record in Cloze when New Company in Centralstation-crm
Use this flowCreate a Person in Cloze when New Company in Centralstation-crm
Use this flowCreate a Project in Cloze when New Company in Centralstation-crm
Use this flowCreate Timeline Event in Cloze when New Company in Centralstation-crm
Use this flowCreate a Note in Cloze when New Company in Centralstation-crm
Use this flowList all Project from Cloze when New Company in Centralstation-crm
Use this flowList People from Cloze when New Company in Centralstation-crm
Use this flowList Companies from Cloze when New Company in Centralstation-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Centralstation CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Person Change
Triggers when a person is changed.
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.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
Do thisActions
Action is the task that follows automatically within your Cloze integrations.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Create a Person
Creates a new person
Create a Project
Create a new Project
Create Timeline Event
Creates a new Timeline Event
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
About Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Centralstation CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cloze and Centralstation CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Centralstation CRM. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Centralstation CRM, and a separate workflow where Centralstation CRM triggers actions in Cloze. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cloze and Centralstation CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Centralstation CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
