Connect NextLead and Cloze
Integrate NextLead with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular NextLead + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
Choose an action
Cloze
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
Create Contact in NextLead when Person Change in Cloze
Use this flowCreate a sale in NextLead when Person Change in Cloze
Use this flowCreate lead structure in NextLead when Person Change in Cloze
Use this flowDelete Contact in Nextlead when Person Change in Cloze
Use this flowDelete a sales deal in NextLead when Person Change in Cloze
Use this flowDelete Structure in Nextlead when Person Change in Cloze
Use this flowUpdate Lead in NextLead when Person Change in Cloze
Use this flowUpdate contact in NextLead when Person Change in Cloze
Use this flowUpdate sale in NextLead when Person Change in Cloze
Use this flowFind Contact in Nextlead when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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 NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead and Cloze 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 NextLead and Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where NextLead triggers actions in Cloze, and a separate workflow where Cloze triggers actions in NextLead. 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 NextLead and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
