Connect Cloze and OneHash CRM
Integrate Cloze with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + OneHash 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create new lead in OneHash CRM when Person Change in Cloze
Use this flowUpdate lead details in OneHash CRM when Person Change in Cloze
Use this flowCreate a record in OneHash CRM when Person Change in Cloze
Use this flowFind Or Create Lead in OneHash CRM when Person Change in Cloze
Use this flowCreate new lead in OneHash CRM when Company Change in Cloze
Use this flowUpdate lead details in OneHash CRM when Company Change in Cloze
Use this flowCreate a record in OneHash CRM when Company Change in Cloze
Use this flowFind Or Create Lead in OneHash CRM when Company Change in Cloze
Use this flowCreate new lead in OneHash CRM when Project Change in Cloze
Use this flowUpdate lead details in OneHash CRM when Project Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and OneHash 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 Record
runs when new record is created
record is created or updated
runs when record is created or updated
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 moreSimilar apps
About OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and OneHash 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 OneHash 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in OneHash CRM, and a separate workflow where OneHash 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
