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.
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?
Other Integrations
Marlie AI connects with more than just Cloze. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Cloze?
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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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