Connect Cloze and tawk.to to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
Create Tawk.to Site
List Properties
Create Chat Widget
Ready to use Cloze and tawk.to automations
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.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
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 tawk.to accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in tawk.to (or vice versa).
Absolutely. You can customize how Cloze data is recorded in tawk.to. This includes choosing which data fields go into which fields of tawk.to, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and tawk.to 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 tawk.to. 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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