For Gmail, Google Apps for Work email and Office 365 email users, Cloze will automatically link emails that mention the Project or Deal name.
- their First Name and Last Name
- a company name
- a project or deal name (Note: the project or deal names must be two words or longer)
Any of these can be included in the Gmail or Office 365 email subject, body or attachment and Cloze will automatically link them to the appropriate person, company, project or deal. You emails will be automatically linked on your next Project or Deal sync.