ActivePipe and Cloze Overview
Cloze is integrated with ActivePipe to sync contacts to ActivePipe. You will organize once in Cloze and then this organization syncs to ActivePipe so that you can send newsletters and other mass communications. Sending activity in ActivePipe is logged back to the timeline in Cloze.
Only one Cloze account can be connected to an ActivePipe account. In order for a contact to sync with ActivePipe, that contact must have an email address listed in Cloze. If a contact has multiple email addresses in Cloze, Cloze will sync the email address marked as "preferred".
Tip: Please contact ActivePipe at support@activepipe.com and ask them to enable Cloze for you.
Cloze ➜ ActivePipe
Contacts and their organizational information sync from Cloze to ActivePipe
- Segments (e.g. Buyers, Sellers)
- Stages (e.g. Lead, Warm, Hot)
- Next Steps
- Tags
- Do Not Contact information from the "Do Not Contact" custom field. More about this field here.
ActivePipe ➜ Cloze
Activity syncs from ActivePipe to Cloze
- Timeline event logging for each campaign in Cloze
- Email events
- Email open and link click activity
- Unsubscribe information
Cloze + ActivePipe Benefits
- Continuously sync contacts from Cloze to ActivePipe
- Organize in one place
- Build strong relationships with your sphere with Cloze, while communicating at scale with ActivePipe