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Integrate Dex with Cloze to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Dex with Cloze - no code necessary. See how you can get setup in minutes.

Select a trigger from Dex

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Cloze

An action is what takes place after the automation is triggered. For example, with Cloze, the action could be "Create Communication."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dex to Cloze

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Dex to Cloze with a Zapier template.

Our most popular template

Manage Cloze company changes by creating or updating contacts in Dex
Details
Try it
Cloze + Dex

Manage Cloze company changes by creating or updating contacts in Dex

Cloze + Dex

Make work flow with AI

Level up your Dex to Cloze integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Dex and Cloze to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Dex and Cloze to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Text
- Due Date
  Required
- Contact Emails
Action
Write
- First Name
- Last Name
- Job Title
- Description
- Email
- Phone Number
Action
Write
- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- From Name
- From Address
  Required
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write

- From Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
  Required
- Assign To
- Default Assign To
- Share To
- List
- Remove List
- Source App ID
- Source Entity Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Subject
- When
- Participants
Action
Write

- Note
  Required
- Event Time
  Required
- Contact Emails
Action
Write
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
  Required
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- From Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- From Name
- Keyword
- Summary
- Keywords
- Notes
- Node
- Segment
  Required
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App Link URL
- Source App ID
- Source Entity Unique ID
- Additional Fields
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Dex

Dex is a personal CRM that helps you build stronger relationships.

Related categories

CRM (Customer Relationship Management)

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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