CRM and Sales tools

Cloze

3min

The Cloze modules allow you to monitor, create, update, send, retrieve, list, and delete the communication records, companies, content, people, and projects in your Cloze account.

Getting Started with Cloze

Prerequisites

  • A Cloze account - create an account at cloze.com/.

The module dialog fields that are displayed in bold (in the , not in this documentation article) are mandatory!

Connecting Cloze to Make

To connect your Cloze account to Make you need to obtain the Email address and API Key from your Cloze account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your Cloze account.
  2. Click More > Settings > API Keys > Add.
  3. Enter a name for the API Key and click Add.

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  4. Copy the API Key to your clipboard.

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  5. Log in to your Make account, and add a scenario module from Cloze app into a .
  6. Click Add next to the Connection field.
  7. In the Connection field, enter a name for the connection.
  8. In the Email field, enter the email address with which you want to establish the connection.
  9. In the API Key field, enter the API Key copied in step 4, and click Continue.

The connection has been established.