How to integrate Cloze with your apps: 11 top integrations revealed
Enhance your business with the top 11 interactive Cloze integrations. Streamline collaboration, automate tasks, and engage customers effortlessly.
Cloze + Drift Integration
Integrate Cloze to Drift in one click, or tell Integrately AI how you want each contact handled. Sync contacts, create timeline events, log communications, and schedule follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
2.
- Create person in Cloze
- Update person in Cloze
- Create note in Cloze
- Create communication in Cloze
- Create to do in Cloze
- Update company in Cloze
- Create company in Cloze
- Create timeline event in Cloze
- Create project in Cloze
- Update project in Cloze
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
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Ready Workflows for Cloze + Drift Integration
Capture contacts, organise Drift conversations, keep records updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Cloze + Drift flow
Send new contact details to your CRM, schedule meetings, and notify your team on messaging apps. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Salesforce (4)
Salesforce (4) +
Typeform (4)
Typeform (4) D
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Create a HubSpot contact for every new Drift conversation, and create person in Cloze
New Drift conversations appear in HubSpot and Cloze instantly without manual data entry.
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Create a HubSpot task for every Drift conversation pushed, and create to do in Cloze
Keep follow-ups aligned in HubSpot and Cloze whenever Drift pushes a conversation.
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When a company is updated in Cloze, update contact in HubSpot and update Contact in Drift
Keep contact records synchronized across HubSpot and Drift when Cloze companies change.
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Use ChatGPT to summarise every new Drift conversation, create a HubSpot note, and create note in Cloze
AI summarises Drift conversations and logs notes in HubSpot and Cloze automatically.
Supported triggers and actions for Cloze and Drift
Mix and match to build the exact automation you need
Cloze Triggers & Actions
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Cloze + Drift?
Streamline your relationship management and live chat operations with powerful automated workflows.
🚀
Sync new Drift chats to Cloze profiles instantly
Whenever a new conversation starts in Drift, automatically create a corresponding person in Cloze to keep your relationship pipeline fully updated without manual copy-pasting.
📝
Capture every conversation detail across both tools
Map custom fields, visitor emails, and chat notes from Drift directly into Cloze timeline events and notes so you never miss critical prospect information.
🔔
Notify team members the moment a chat starts
Trigger instant team alerts in Slack or Gmail whenever a high-value visitor initiates a conversation in Drift or updates their profile in Cloze.
🔀
Route records based on submitted visitor data
Evaluate incoming email domains or chat criteria to create specialised contacts, projects, or tasks in Cloze and Drift tailored to visitor tier.
🔄
Keep contact records synchronized as changes occur
Automatically update existing Cloze persons and companies whenever Drift contact details change, eliminating data drift across your tech stack.
🔍
Search and update without creating duplicates
Look up existing records by email before creation to ensure clean contact lists and prevent duplicate entries in both Cloze and Drift.
🎯
Manage goal completions and project milestones
Take action when visitors reach goals in Drift by updating project statuses and creating follow-up tasks in Cloze automatically.
🔌
Extend your workflow to external productivity apps
Connect your core Cloze and Drift automation with HubSpot, Calendly, Slack, Gmail, Salesforce, or Typeform for multi-step operational pipelines.
And much more...
Who is Cloze + Drift integration for?
Connecting Cloze and Drift helps sales teams, support leads, and relationship managers streamline customer communication and eliminate manual data entry across platforms.
Performance marketers
Customer support leads
Account managers
Sales representatives
Operations coordinators
Project managers
📈
Performance marketers
You're running campaigns across multiple channels but your relationship tracking only updates when someone manually exports contacts, so the counts you're optimising against are always a few hours behind — this integration means every new lead lands in both apps instantly and your data stays current.
⚡
Customer support leads
You need to answer prospect chats immediately, but incoming visitor chats sit in chat queues without alerting your team, so potential clients wait too long for replies — this integration means every new chat creates tracked records instantly and your team can act fast.
📋
Account managers
You answer to clients who want to see prompt communication history, but gathering notes across tools takes hours before every status review — this integration means all communications sync automatically and client reporting is always up to date.
💼
Sales representatives
The volume of inbound chats is too high for anyone to keep up by hand, so promising leads slip through the cracks without follow-up tasks — this integration means every chat generates tracked to-dos and records without manual effort.
🔄
Operations coordinators
You own the onboarding stage and depend on someone upstream to hand over contact details, but manual handoffs cause frustrating delays — this integration means contact records transfer seamlessly and your workflow triggers the moment chats start.
🗂️
Project managers
You need a reliable history of prospect interactions and keep finding frustrating gaps in your project logs — this integration means every conversation and company update is captured accurately from day one.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Cloze + Drift
Build and manage your Cloze + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cloze + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Cloze to Drift?
You can connect Cloze to Drift in 1-click using Integrately ready templates, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts along with Hubspot, Calendly, Slack, Gmail, Salesforce, or Typeform.
Can I automatically create Drift contacts from Cloze updates?
Can I connect Cloze, Drift, and Slack?
What is a good Zapier alternative for Cloze and Drift?
How are Cloze person updates handled in Drift?
Can Drift chat events trigger Cloze actions?
Do I need coding skills to automate Cloze and Drift?
Is the Cloze and Drift integration free?
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