Act! 365 + Cloze Integration

Integrate Act! 365 to Cloze in one click, or tell Integrately AI how you want each contact handled. Create Cloze profiles from new Act! 365 contacts, update project timelines, log communications, and schedule follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Act! 365 + Cloze Integration

Create Cloze profiles from new Act! 365 contacts, update project timelines, log communications, and schedule follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Cloze Integration

Create Cloze person for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Cloze integration, anytime a new Act! 365 contact is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Cloze flow

Enhance your workflow by syncing customer data to email campaigns, scheduling tools, messaging channels, and spreadsheets once your core pair runs. Pick a combination and activate it in one click.

Act! 365
Cloze
+
MailchimpMailchimp (5)
+
Google CalendarGoogle Calendar (5)
+
HubSpotHubSpot (5)
+
CalendlyCalendly (5)
+
SlackSlack (5)
+
GmailGmail (5)
A
C
M
When a new contact is created in Act! 365, create a person in Cloze and add a subscriber in Mailchimp
New Act! 365 contacts instantly appear as people in Cloze and get added to your Mailchimp audience, eliminating manual list building.
A
C
M
When a contact is created in Act! 365, create a Cloze person and update subscriber tags in Mailchimp
Keep your Mailchimp subscriber tags current whenever a fresh contact lands in Act! 365 and gets logged in Cloze.
C
A
M
When a person is updated in Cloze, update the contact in Act! 365 and add a Mailchimp subscriber
Changes made to Cloze profiles update Act! 365 records and enroll contacts into Mailchimp campaigns automatically.
A
C
M
If a new Act! 365 contact matches enterprise criteria, create a Cloze person and add them to a VIP Mailchimp list
Filter high-value Act! 365 contacts into dedicated Cloze profiles and specialized VIP lists in Mailchimp.
A
C
M
Use ChatGPT to analyze new Act! 365 contacts, create a Cloze person, and add categorized subscribers in Mailchimp
AI categorizes new Act! 365 contacts before creating Cloze profiles and routing subscribers into tailored Mailchimp groups.

Supported triggers and actions for Act! 365 and Cloze

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
Try it →
Instant
Project is updated in Cloze
Triggers the automation when a project is updated
Try it →
Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
Try it →
Create person in Cloze
Generates a new person
Try it →
Update person in Cloze
Updates the information of a person
Try it →
Create note in Cloze
Creates a new note in the particular format
Try it →
Create communication in Cloze
Sends out messages or notifications to designated recipients
Try it →
Create to do in Cloze
Creates a new to-do item
Try it →
Update company in Cloze
Updates company information
Try it →
Create company in Cloze
Generates a new company profile with given details
Try it →
Create timeline event in Cloze
Creates a new timeline event
Try it →
Create project in Cloze
Creates a new project
Try it →
Update project in Cloze
Updates project information
Try it →

What can you automate with Act! 365 + Cloze?

Streamline your customer relationship workflows by connecting Act! 365 and Cloze to handle contact creation, project updates, and data synchronization automatically.

What you can automate?
👤
Create Cloze persons from Act! 365 contacts
Automatically generate a new person profile in Cloze the moment a new contact is created in Act! 365. Eliminate manual copy-pasting between your sales and relationship tools.
📋
Capture every submitted contact detail
Map all available Act! 365 contact fields into corresponding Cloze attributes instead of just names and emails. Your relationship records become much more comprehensive.
🔔
Notify your team immediately
Alert your sales or support channels the second a new contact is registered or a project milestone shifts. Keep your team aligned and responsive.
🔀
Route records based on submitted criteria
Perform different actions depending on specific contact attributes or VIP tiers submitted in Act! 365. Direct high-value leads to specialized routing paths.
🔄
Keep destination records up to date
Automatically sync updates made to person profiles, companies, or projects across both Act! 365 and Cloze. Prevent outdated information from causing communication errors.
🛡️
Add or update without creating duplicates
Check existing database entries before creating new records to ensure clean data management. Maintain unique profiles without manual deduplication.
📊
Handle later project status changes
Trigger automated workflows when project stages or company details are updated in Cloze. Keep downstream systems informed of actual project momentum.
🌐
Extend flows to popular supporting apps
Connect your Act! 365 and Cloze automation to Slack, Mailchimp, or Google Calendar for complete multi-step operational pipelines. Deliver notifications and schedule meetings instantly.
And much more...

Who is Act! 365 + Cloze integration for?

Sales professionals, account managers, and agency teams relying on Act! 365 and Cloze will eliminate manual data entry and keep relationship histories synchronized across platforms.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
High-Volume Sales Teams
High-Volume Sales Teams
Operations Coordinators
Operations Coordinators
Data Auditors
Data Auditors
📈
Sales Directors
You're reviewing pipeline reports but your CRM and relationship apps only update when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in Cloze instantly and your data stays current.
⚡
Account Executives
You need to act fast on incoming leads, but you find out about new Act! 365 contacts too late because manual data transfer takes hours — automating both apps means every lead profile appears in Cloze the moment it arrives so you can follow up immediately.
🤝
Client Success Managers
You answer to key stakeholders who want to see project progress, but tracking details manually leads to gaps and missed updates — connecting these apps means your project timelines and contact records stay perfectly aligned without extra effort.
🌊
High-Volume Sales Teams
The volume of inbound Act! 365 contacts is too high for anyone to keep up by hand, leading to lost records and missed follow-ups — with this integration, contact creation and profile syncing happen automatically across your entire database.
🔄
Operations Coordinators
You own the next step in customer onboarding and depend on someone upstream to hand over contact details, but manual handoffs cause delays — automating both apps means relationship profiles populate instantly so your onboarding work starts right away.
📋
Data Auditors
You need a reliable customer history but keep finding gaps between your sales software and relationship management tools — this integration means every contact, project, and company record matches seamlessly across both systems.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Cloze

Build and manage your Act! 365 + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Act! 365 + Cloze Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Act! 365 + Cloze Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Act! 365 to Cloze?
Frequently Asked Questions
You can connect Act! 365 to Cloze in one click using pre-built templates on Integrately. Link your accounts, select a ready workflow with Mailchimp or Slack, and activate it instantly or use Integrately AI to customize your steps.
Can I automatically create Cloze persons from Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, Cloze, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Cloze?
Frequently Asked Questions
How are new contacts handled when created in Act! 365?
Frequently Asked Questions
Can I update Cloze projects when Act! 365 records change?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Cloze?
Frequently Asked Questions
Is the Act! 365 and Cloze integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Cloze With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 with marketing platforms, email tools, and form builders to capture and nurture leads effectively.
See All
Act! 365 Integrations arrow right
No popular apps found
Cloze
Popular Cloze Integrations
Sync Cloze with project management, communication, and spreadsheet apps to keep relationship tracking centralized.
See All
Cloze Integrations arrow right
No popular apps found