CRM for agents and loan officers
Cloze integration: every lead in your Google Sheet or database
Sync Cloze into a Google Sheet, no database needed, and write scores and tags back into Cloze.
Free tier on every product. No card.
| id | Name | Phone | Stage | My notes |
|---|---|---|---|---|
| 4817 | Tom Becker | 7865550110 | Showing | Call Fri |
| 4821 | Maria Gonzalez | 3055550142 | Lead | |
| 4833 | Aisha Khan | 3055550187 | Pre-approved | Lender: Ana |
A Cloze integration from SyncYak copies every lead in your Cloze account into a Google Sheet you share with SyncYak, or into a Postgres or MySQL database you own, and keeps it current on your plan’s schedule. In a sheet, each object gets a tab and each lead a row, updated in place by its Cloze id; in a database, each lead is a row in to_syncyak_<name>_people with a typed _flat view for SQL.
Cloze people sync with the same _flat columns as every other CRM: name, emails, phones, address, stage and source. Field mapping writes back too: map columns of a from_syncyak_ table or a Google Sheet to Cloze fields, and SyncYak writes changed rows onto the leads, creating custom fields that do not exist yet.
How it works
Connect Cloze in three steps
Share a Google Sheet
Share a spreadsheet with SyncYak’s address as an editor and paste its link. No database needed; Postgres or MySQL work too.
Connect Cloze
Paste your Cloze API key. Name the connection and choose what to sync; people sync by default.
Watch the rows arrive
One row per lead, updated in place by its CRM id at your plan’s pace. Add your own columns; SyncYak never writes them.
Sync Cloze to Google Sheets or SQL
Every plan syncs every lead; the plan sets how many are written per batch and how often. In a Google Sheet, the People tab starts with id, Name, First name, Last name, Email, Phone, Stage, Source, Assigned to, Tags, Address, Created and Updated, then a column for every other field; a lead deleted in the CRM gets the time in _deleted, and rows are never reordered or removed.
Prefer SQL? Choose a Postgres or MySQL database instead and get a to_syncyak_<name>_people table with the record as JSON and a typed _flat view. Unchanged records are never written twice, in either destination.
- A Google Sheet on every plan, no database needed
- Your own columns in the sheet are never written
- Signed lead.created, lead.updated and lead.deleted webhooks to your systems
Write back to Cloze: custom fields from your data
Enrichment lives in a Google Sheet tab or a from_syncyak_ table, one row per lead keyed by the Cloze id. Each mapping sends one column into one Cloze field. Only new or changed rows are written, at your plan’s pace, and an empty value never clears a field.
Use cases
What people do with Cloze data
Reporting
Leads by source, stage and agent in a sheet or a BI tool, never more than one batch behind Cloze.
Lead scoring
Score leads in a sheet or in SQL and see the score on each lead in Cloze.
A copy you own
Keep your lead history if you change CRMs or brokerages.
What you get with CRM sync
CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.
Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.
- Every lead syncs on every plan; the plan sets the batch size and how often
- Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
- Invite links let whoever administers a CRM connect it without a SyncYak login
- A request log of every pull, webhook and push, kept for your plan’s window
Frequently asked questions
Something else? Write to [email protected] and a person answers.
How does SyncYak connect to Cloze?
Paste your Cloze API key. Credentials are sealed at rest, and you can also send an invite link to whoever administers Cloze so they connect it without a SyncYak login.
Can SyncYak write data back to Cloze?
Yes, with field mapping on a paid CRM plan. Map columns of a table or a Google Sheet to Cloze fields; missing custom fields are created.
Do I need a database?
No. Leads can land in a Google Sheet on every plan: share it with SyncYak’s address as an editor and paste its link. Choose Postgres or MySQL instead if you want SQL and typed views.
Is SyncYak affiliated with Cloze?
No. Cloze is a trademark of its owner. SyncYak connects to it through its published API.
Is there a free plan for CRM?
Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.
Can I use the other SyncYak products on the same account?
Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.
Related
Related solutions
Start with CRM free
1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.
Free tier on every product. No card.
Cloze is a trademark of its owner. SyncYak is not affiliated with or endorsed by it.