Connect Totango and Cloze to Build Intelligent Automations

Choose a Trigger

Totango

When this happens...

Choose an Action

Cloze

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Totango

Do thisActions

Action is the task that follows automatically within your Totango integrations.

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

List Teams

List Teams

Get all the teams form totango.

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Frequently Asked Questions

How do I start an integration between Totango and Cloze?

To start, connect both your Totango and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in Cloze (or vice versa).

Can we customize how data from Totango is recorded in Cloze?

Absolutely. You can customize how Totango 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.

How often does the data sync between Totango and Cloze?

The data sync between Totango and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Totango to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Totango and Cloze?

Yes, you can set conditional logic to control the flow of data between Totango 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.

Totango

About Totango

Totango is a Customer Engagement Management platform.

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Cloze

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.

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