Connect Cloze and ConvertKit or Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
Find a Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create a Subscriber
Update a Subscriber
Unsubscribe a Subscriber
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Actions and Triggers
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 Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
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
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Frequently Asked Questions
To start, connect both your Cloze and ConvertKit or Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in ConvertKit or Kit (or vice versa).
Absolutely. You can customize how Cloze data is recorded in ConvertKit or Kit. This includes choosing which data fields go into which fields of ConvertKit or Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and ConvertKit or Kit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloze and ConvertKit or Kit. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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