Cloze is a powerful CRM tool that automates customer relationship management tasks, allowing you to manage projects, companies, and notes effortlessly. With Relevance AI, you can elevate your CRM capabilities by leveraging AI Agents to enhance data insights and workflow automation.
Cloze streamlines customer relationship management by automating data handling and communication tracking. Relevance AI amplifies this by enabling AI Agents to intelligently manage and analyze your CRM data, driving better decision-making and efficiency.
Relationship Intelligence Mastery
Agent leverages Cloze's comprehensive relationship data to deliver hyper-personalized interactions and insights
Contextual Memory Enhancement
Agent gains deep historical context from Cloze's unified communication archive to inform more relevant responses
Strategic Follow-up Automation
Agent intelligently schedules and executes follow-up actions based on relationship strength indicators and engagement patterns
Relevance AI seamlessly integrates with Cloze to enhance your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Cloze + Relevance AI integration streamlines your customer relationship management tasks through a secure API interface, allowing for automated management of projects, companies, and notes. With OAuth-based authentication, only authorized workflows can access your Cloze data, ensuring security and integrity.
Relevance AI manages API operations (like creating, updating, and retrieving projects, companies, and notes) in the background, so you can focus on your core business activities without worrying about errors or formatting issues.
Built-in validation checks and error handling ensure that your workflows run smoothly, even when dealing with varying data formats. This integration not only enhances productivity but also centralizes your communication tracking and note-taking processes.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Cloze + Relevance AI integration without writing code:
- Start with a clean Cloze setup: Organize your projects, companies, and notes with clear naming conventions and consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for automating project creation, company updates, and note management—perfect for quick implementation.
- Connect securely: Ensure you use the correct OAuth credentials and permissions during the integration setup.
- Test with sample data: Validate your automations using test data to prevent issues when scaling to real data.
- Monitor API usage: Be mindful of rate limits and implement request throttling to avoid hitting API restrictions.
