Create integrations between Cloze and Crystal Ball
List Annotations from Crystal Ball when Person Change in Cloze
Create Annotation in Crystal Ball in Crystal-ball when Person Change in Cloze
Delete Annotation in Crystal Ball when Person Change in Cloze
Change Annotation in Crystal Ball when Person Change in Cloze
List Annotations from Crystal Ball when Company Change in Cloze
Create Annotation in Crystal Ball in Crystal-ball when Company Change in Cloze
Delete Annotation in Crystal Ball when Company Change in Cloze
Change Annotation in Crystal Ball when Company Change in Cloze
List Annotations from Crystal Ball when Project Change in Cloze
Create Annotation in Crystal Ball in Crystal-ball when Project Change in Cloze
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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
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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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