Create Cloze company for new Pipedrive organization
Pipedrive + Cloze Integration
Cloze + Pipedrive Integration
Integrate Cloze to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Capture sales details, update your CRM and relationship tracker, alert your team, and trigger 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
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive 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 activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Cloze + Pipedrive Integration
Capture sales data, organise professional connections, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Person is created in Pipedrive > Check condition > Create person in Cloze
Pipedrive + Cloze Integration
Create Cloze person for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Cloze person and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Cloze person and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Cloze company for new Pipedrive person
Pipedrive + Cloze Integration
Create Cloze company for new Pipedrive person
Pipedrive + Cloze Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Cloze + Pipedrive flow
Sync your core contact and deal data with email, marketing, scheduling, and communication tools to keep every team aligned. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
Zoom (3)
Zoom (3) +
Google Drive (3)
Google Drive (3) C
P
G
Create a Pipedrive deal from every new Cloze project, and send a notification email in Gmail
New Cloze projects instantly generate corresponding Pipedrive deals while Gmail alerts your team, eliminating manual data re-entry.
P
C
G
When a Pipedrive deal is created, create a person in Cloze and send a welcome email in Gmail
New Pipedrive deals automatically populate Cloze contacts and trigger a welcome message in Gmail to engage leads immediately.
P
C
C
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Use Claude to summarise new Pipedrive deals, create a Cloze timeline event, and email the brief in Gmail
Claude generates deal summaries that update Cloze timelines and arrive in Gmail, keeping stakeholders fully briefed.
Supported triggers and actions for Cloze and Pipedrive
Mix and match to build the exact automation you need
Cloze Triggers & Actions
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Cloze + Pipedrive?
Streamline your sales pipeline and professional relationship management with robust, ready-made automation workflows.
🔗
Sync new deals and contacts automatically
Create a Pipedrive deal instantly whenever a new person or project is created in Cloze, ensuring your pipeline matches your relationship network without manual data entry.
📋
Capture every submitted field and note
Map complete contact details, notes, and timeline events between Cloze and Pipedrive instead of just basic names and emails, giving your team full context.
🔔
Notify the right team member instantly
Alert your sales channel in Slack or via email the moment a high-value deal is created or updated, ensuring rapid response times.
🔀
Route records based on custom deal criteria
Filter incoming leads and deals by stage or value to trigger specific actions, such as creating priority projects in Cloze or alerting enterprise reps.
🔄
Keep pipeline stages updated in real time
Update corresponding project statuses and timeline records across both apps whenever a deal stage changes in Pipedrive.
🛡️
Prevent duplicates with smart upserts
Search for existing records before creating new contacts or deals in Cloze and Pipedrive, maintaining clean data across your entire tech stack.
📅
Handle later status changes and closures
Log communications and update timeline events automatically when deals are won, lost, or modified in your CRM.
🚀
Extend workflows to your favourite apps
Trigger follow-up emails in Gmail, add subscribers in Mailchimp, or schedule meetings in Zoom once your core Cloze and Pipedrive automation completes.
And much more...
Who is Cloze + Pipedrive integration for?
Revenue leaders, sales representatives, and account managers rely on this integration to keep customer relationship data and deal pipelines perfectly synchronized.
Sales Directors and Analysts
Account Executives
Client Success Managers
High-Volume Sales Teams
Project Coordinators
Operations Managers
📈
Sales Directors and Analysts
You're reviewing pipeline reports but your CRM and relationship tracker are out of sync because reps manually export leads, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every deal lands in your system instantly and your numbers stay current.
⚡
Account Executives
You need to act fast when prospects book meetings or submit inquiries, but you find out about new leads too late because contacts remain trapped in disconnected tools — automating both apps means every contact record populates instantly and you can trigger follow-ups without delay.
🤝
Client Success Managers
You answer to key accounts that expect immediate updates on project milestones, but status changes get lost between your CRM and relationship app — this integration means every deal stage update syncs automatically and client timelines reflect accurate progress.
🔄
High-Volume Sales Teams
The incoming lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — connecting these apps means contact creation, deal logging, and task assignment happen instantly without manual effort.
📋
Project Coordinators
You own the project delivery phase and depend on upstream sales reps to hand over client details correctly, but crucial notes frequently get left behind — automating these apps means every form submission and contact detail flows seamlessly into your project records.
🗂️
Operations Managers
You need a reliable audit history of every client interaction and deal stage, but constant manual entry results in incomplete records and missing notes — with this integration, every communication and deal update logs automatically into a unified timeline.
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 Cloze + Pipedrive
Build and manage your Cloze + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cloze + Pipedrive 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
Connect Cloze + Pipedrive Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Cloze to Pipedrive?
You can connect Cloze to Pipedrive in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom flows with Gmail, Slack, and Google Drive.
Can I automatically create Pipedrive deals when Cloze projects are updated?
Can I connect Cloze, Pipedrive, and Slack?
What is a good Zapier alternative for Cloze and Pipedrive?
How does Cloze handle contact updates in this integration?
Can Pipedrive deal stages trigger updates in Cloze?
Do I need coding skills to integrate Cloze and Pipedrive?
Is the Cloze and Pipedrive integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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