Connect Gupshup and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Gupshup
Choose an Action
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Ready to use Gupshup and Cloze 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.
Do thisActions
Action is the task that follows automatically within your Gupshup integrations.
Set User Opt Status
Sets whether a user is opted in or opted out for messaging.
Send WhatsApp Template Message
Send a selected WhatsApp template to a contact via Gupshup. Fill template placeholders, provide App Name and sender/recipient numbers, and optionally attach an image, video, or document.
Send WhatsApp Message
Send WhatsApp message
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
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Frequently Asked Questions
To start, connect both your Gupshup and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Gupshup triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Gupshup data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Gupshup and Cloze 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 Gupshup and Cloze. 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 Gupshup
Gupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.
Learn MoreAbout 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
