How to Use the Cloze Integration
Note: This integration is currently being rolled out and may not be visible to all teams yet. If you don't see it in your Integrations page, contact your account owner or the BrokerBot support team to inquire about availability.
BrokerBot integrates with Cloze, the relationship intelligence CRM. Manage your contacts, projects, and activity feed directly from chat.
Connecting Cloze
Go to Settings → Integrations.
Find Cloze and click Connect.
Authorize the connection with your Cloze credentials.
Note: Cloze integration availability may depend on your team's feature configuration.
What You Can Do
Search contacts — Find people in your Cloze CRM.
View contact details — Pull up full details for a specific contact.
Create contacts — Add new people to your Cloze CRM from chat.
Update contacts — Edit contact information.
View activity feed — See recent activity for your contacts.
Manage projects — View your Cloze projects and deal pipelines.
Example Prompts
"Find John Smith in Cloze."
"Add a new contact: Jane Doe, [email protected]."
"Show me my Cloze projects."
"What's the latest activity for Sarah Johnson?"
Questions? Reach out to [email protected].