How do I add an App Link to a person?
App Links are like shortcuts that you can add to link to the equivalent person or company in another system. If you tap on a link inside a Cloze person profile, company profile, or Project profile, you will go directly to the equivalent in another application.
The screenshot below shows an App link for MailChimp. If you tap on the MailChimp link in that user's profile, it will bring you to their profile in MailChimp.
Another example for using App Links is if you want to connect your customer service software to Cloze. With an App Link you can go directly to the appropriate person in your customer service software.
Scroll to the bottom of this entry to see an example, with screenshots, of how to add an App Link.
When you create an App Link there are four pieces of information you will enter:
- App ID
- Unique ID
- App Name
- App URL
1.) App ID- An App ID is the source of the information or service that is being linked to Cloze. It's a way of identifying the specific application that is sending Cloze information about a contact. The App ID is used in combination with the Unique ID.
- The App ID should be a domain. The source should be in the format of a domain and in all lower-case.
- Please do not change the App ID once it is set. This value is important and should not be changed once determined.
2.) Unique ID - The Unique ID is the number or identifier that is used in the system you are linking to. Typically, it is the identification number you would use to look up a person or company in another system. The App ID and Unique ID together helps Cloze identify a Person, Company or Project uniquely.
- The Unique ID must be unique and should NOT be reused.
- If the same App ID and Unique ID are used on a Person, Company or Project, Cloze will merge them together.
Below is an example of the App ID and Unique ID:
When sending contacts from MailChimp to Cloze:
- App ID = mailchimp.com
- Unique ID = 48616032 (MailChimp's unique ID)
If the MailChimp ID for a contact sent from MailChimp to Cloze is "48616032" then the combination of the App ID of "mailchimp.com" and Unique ID of "48616032" will ensure we always merge any update to this MailChimp record with the correct person in Cloze.
3.) App Name - The App Name is a human readable name to an external application containing person information (such MailChimp). This name will appear in the App Link section of Cloze.
- App Name = MailChimp
4.) App URL - When you click on this link you will be directed to a specific contact, company or Project in another system.
Below is an example that uses an App Link to connect a Cloze Person to a MailChimp Subscriber (person).
1.) Tap on any contact photo and the contact profile will open. Then tap on Edit.
2.) Tap on About and then scroll down to App Links. Tap on the plus (+) sign to create an App Link.
3.) Add the required App Link information and then tap on Add:
- App ID of web service to which you are linking
- Unique ID for this person
- App Name - Name of the service
- App URL - Direct URL to the person in the service to which you are linking
4.) Tap on Save.
