Cloze

· #461 most-used

Relationship CRM follow-up on schedule

CRMSalesMarketingEmailCommunicationProductivityAnalyticsSchedulingPhone & SMSLead Generation

Cloze is a relationship-focused CRM that brings contacts, email, calls, meetings, files, notes, reminders, templates, lead management, campaign work, and team activity into one place. Actionist can schedule agents around Cloze to review relationship context, prepare follow-up plans, draft handoff notes, and keep CRM hygiene visible without claiming native Cloze actions that were not present in the scrape.

Try Cloze with Actionist Visit Cloze

Average time saved

NaN hours

per person · per month

≈ NaN workdays back

Schedule

What your Cloze agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Cloze × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

7Apps spanned

~10 hrsSaved / week

6Personas served

For sales

Featured4 apps

Weekly relationship follow-up plan

The sales team starts Monday with a reviewed Cloze follow-up list, recent relationship context, and owner-specific notes without manually opening every contact profile.

~2 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·Scheduled by Actionist every Monday morning

read

Step 1

Cloze

Review active opportunity relationships and recent timeline context

read

Step 2

Google Sheets

Compare opportunities with the team's pipeline review sheet

write

Step 3

Google Docs

Draft a ranked follow-up plan for human review

write

Step 4

Slack

Post the review summary to the sales channel

Result

Draft a ranked follow-up plan for human reviewPost the review summary to the sales channel

The win

Saved per run

~2 hrs

Runs / week

~1×

Reps spend less time digging through relationship history before outreach.

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
95 min / week
Manual relationship review
Reps open Cloze contact by contact, scan timelines, and build follow-up lists by hand before outreach.
Sales Agent
0 min
Scheduled relationship prep
The agent prepares ranked follow-up lists and context notes from Cloze for sales review.
Marketing
75 min / week
Campaign lists miss relationship context
Marketers prepare audiences without checking recent direct conversations or stale contact history.
Marketing Agent
0 min
Audience readiness review
The agent reviews Cloze relationship activity before campaign prep and flags contacts to include, exclude, or review.
Customer Support
80 min / week
Support asks for background
Support owners chase sales and success teams for recent account context before responding.
Customer Support Agent
0 min
Context packs before handoff
The agent prepares Cloze relationship summaries for ticket handoffs and renewal calls.
Human Resources
55 min / week
Recruiting relationships go stale
Recruiters remember referral, alumni, and candidate follow-ups only when a hiring push starts.
Human Resources Agent
0 min
Weekly recruiting relationship queue
The agent reviews Cloze contacts and prepares recruiting follow-ups for human review.
Finance
65 min / week
Forecasts lack relationship signal
Finance reviews pipeline and partner numbers without knowing if recent conversations support the forecast.
Finance Agent
0 min
Relationship-aware forecast notes
The agent pairs forecast rows with Cloze relationship context before finance review.
Operations
90 min / week
CRM cleanup is sporadic
Operations finds stale segments, unclear owners, and missing next steps only during manual audits.
Operations Agent
0 min
Reviewed CRM hygiene queue
The agent prepares cleanup candidates from Cloze and routes them for approval.
Legal
50 min / week
Contract follow-up lacks context
Legal asks business owners for relationship history before every renewal or partner update.
Legal Agent
0 min
Contract context briefs
The agent summarizes Cloze relationship notes for legal review before follow-up.

+ 100s of other Cloze automations

Average time saved

51 hrs / person / month

Calculator

Calculate what your team saves

Team size

NaN people

Hourly rate

$ / hr

Hours saved / week

NaN

Hours saved / year

NaN

Annual ROI

$NaN

Based on Cloze's typical team usage — the visible tasks plus a few other automations the agent runs: ~ hrs / person / week of admin work automated.

Connect

How to plug Cloze into Actionist

Pick the connection method that suits your environment.

The scrape exposed generic HTTP authentication options rather than a native Cloze node. Use approved Cloze endpoint details if your workspace has them, or have the desktop agent operate Cloze through the web interface with your permission.

Confirm your Cloze access path

Check whether your organization has approved endpoint details or whether the desktop agent should operate Cloze through the browser interface.

Store credentials carefully

Add only the credentials your organization has approved. Treat tokens and headers like passwords.

Start with read and review tasks

Test scheduled reviews, summaries, and draft handoffs before allowing any change that affects CRM data.

Credentials you'll need

Base URL or workspace URL

Use your approved Cloze endpoint or web workspace URL.

Authorization details

Optional API, bearer, OAuth, header, or custom credentials if your organization has a supported integration path.

Actions

0 actions your agent can call

Read and write operations available to your Actionist agent.

Action catalog will be published soon.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.

FAQs

Questions about Cloze + Actionist

Does Actionist have native Cloze actions?

The current scrape did not expose a native Cloze action catalog, so this listing does not advertise fixed Cloze API actions. Use Actionist with Cloze through approved HTTP credentials where your workspace has endpoint details, or through the desktop/browser interface for review, preparation, and follow-up tasks.

Can Actionist react to Cloze events?

No Cloze triggers were scraped for this app, so this page does not claim Cloze event triggers. Scheduled agent tasks can still review Cloze data on a cadence, and other connected apps such as Gmail, Google Sheets, Slack, or calendar tools can provide the starting context.

What Cloze work is best for scheduled agents?

Cloze is strongest when the agent helps with recurring relationship work: stale-contact reviews, lead follow-up checks, campaign prep, contact hygiene, meeting preparation, and weekly activity summaries.

What product facts were used for this page?

The copy is based on Cloze's official materials describing unified contact management, automatic activity tracking, email, meetings, calls, files, notes, templates, lead management, campaign automation, and team analytics.

Can Actionist update Cloze records?

Only where your organization has a supported Cloze integration path or where the desktop agent can operate the Cloze interface with the right permissions. This page avoids claiming specific create, update, or delete actions because none were present in the scrape.

Which teams benefit most from Cloze with Actionist?

Sales, marketing, support, operations, recruiting, finance, and legal teams benefit when they need repeatable review of relationship timelines, lead status, campaign readiness, partner engagement, and account handoffs.

Does this listing include linked skills or MCP servers?

No. The scrape did not include Cloze-linked skills or MCP servers, so those marketplace rails are intentionally empty.

How often can scheduled agents check Cloze?

Use scheduled agent tasks for hourly, daily, or weekly checks depending on the work. If a task depends on another app trigger, Actionist trigger polling should be described as firing within about a minute, not as a zero-delay event.