Create integrations between Cloze and SurveyMethods
Create Email List in SurveyMethods when Person Change in Cloze
Add Contact to Email List in SurveyMethods when Person Change in Cloze
Create Email List in SurveyMethods when Company Change in Cloze
Add Contact to Email List in SurveyMethods when Company Change in Cloze
Create Email List in SurveyMethods when Project Change in Cloze
Add Contact to Email List in SurveyMethods when Project Change in Cloze
Delete Company in Cloze when New Survey Created in SurveyMethods
Create ToDo in Cloze when New Survey Created in SurveyMethods
Add a Communication Record in Cloze when New Survey Created in SurveyMethods
Create a Person in Cloze when New Survey Created in SurveyMethods
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.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
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 MoreAbout SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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