How does Cloze match a Slack message to a Person, Project or Company?
You will see your Slack messages in the Cloze Person, Company or Project (or Deal) Timeline.
Cloze will automatically match a Slack message or channel to:
- a Person (the combination of their First Name and Last Name)
- a Company name
- a Project or Deal name (Note: Project or Deal names must be two words or longer)
Any of these can be included in a message or channel name and Cloze will automatically link them to the appropriate Person, Company, Project (or Deal). You can work directly in Slack and your messages will be linked on your next Cloze sync.
Note: Cloze does not sync messages from Public slack channels, we are only able to sync messages from private channels.
Tip: If you create a Slack Channel that is the same name as your Cloze Project (or Deal) all messages will be added to the Cloze timeline for the corresponding Project (or Deal) automatically.