Keep Cloze In Sync With Every Phone Call
Marlie AI answers your calls, captures the conversation, and pushes structured notes into Cloze People and Projects so your relationship history is always complete.
Stop losing relationship context to missed calls
Cloze is the relationship CRM that auto-aggregates email, calendar, and social activity into one timeline per person. The blind spot is the phone — every unlogged call is a gap in your relationship history.
Marlie AI fills that gap. Inbound calls are answered, transcribed, and pushed into Cloze as activities on the right Person and Project, with follow-up reminders, key topics, and next steps captured automatically. Your Cloze timeline stays complete, even for the calls you didn't take.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Cloze
Everything you need to connect your phone calls with Cloze — fully automated, zero manual work.
People & Project Logging
Every call is logged as an activity on the right Cloze Person and matched to the relevant Project automatically.
New Contact Creation
First-time callers become new People in Cloze with phone, email, and conversation context pre-filled.
Follow-Up Reminders
Marlie captures next-step commitments from the call and creates Cloze reminders so nothing slips.
Topic & Keyword Tagging
Important topics, products, and projects mentioned on the call are tagged on the Cloze record for fast recall.
After-Hours Coverage
Marlie answers calls outside of business hours so your relationship pipeline never has dark zones.
Smart Deduplication
Returning callers are matched to existing Cloze People so your timeline stays clean and continuous.
How It Works
Get up and running with Cloze in minutes — no coding required.
Connect Cloze
Pair Marlie with your Cloze account through Zapier, webhooks, or a CSV bridge — Cloze does not currently expose a public API.
Map People, Projects & Tags
Tell Marlie which Cloze fields, project mappings, and reminder defaults to use when logging new calls.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller and identifies the matching Cloze Person.
Activity Lands In Cloze
A structured activity, summary, and follow-up reminder appear on the right Person and Project in your Cloze timeline.
Built for Real Scenarios
See how businesses use Marlie + Cloze to capture more leads and streamline operations.
Real Estate Agents
An agent uses Cloze to manage their sphere of influence but loses calls during showings.
Marlie answers, qualifies the caller, logs the conversation against their Cloze Person, and creates a callback reminder for after the showing.
Boutique Advisors
A wealth advisor needs every client touchpoint logged for compliance and relationship continuity.
Marlie captures every call, attaches it to the right client in Cloze with topics and next steps tagged, and surfaces the activity in the timeline.
Founders & Operators
A founder uses Cloze to manage investor and partner relationships but can't take every inbound call.
Marlie qualifies each caller, identifies who they are in Cloze, and logs the conversation with priority reminders so follow-up never gets dropped.
Frequently Asked Questions
Common questions about the Marlie AI + Cloze integration.
Does Cloze have a public API for direct integration?
How are call notes pushed into Cloze?
Will Marlie create duplicate People in Cloze?
Can Marlie create follow-up reminders in Cloze?
Does this work for after-hours calls?
Are call recordings stored in Cloze?
Related Integrations
Marlie AI connects with more than just Cloze. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Cloze?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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