STEP 1
Connect Cloze and Teamleader Focus
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cloze and Teamleader Focus Integration
Connect Cloze and Teamleader Focus to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Cloze and Teamleader Focus
Detailed info you need to know about Cloze and Teamleader Focus integrations in WEXTL. Explore which modules apps support and how you connect them.
Teamleader Focus
All-in-one CRM, invoicing, and project management for small businesses. [6]
How to connect Cloze to Teamleader Focus
Set up your Cloze and Teamleader Focus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and Teamleader Focus nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cloze and Teamleader Focus. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and Teamleader Focus work in WEXTL?
WEXTL exposes actions and triggers for Cloze and Teamleader Focus that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cloze triggersTeamleader Focus actions
Cloze modules
- Add a Communication RecordAdds a communication record, such as an email or call, to the Cloze timeline.
- Add a Content RecordAdds a content record, such as a note or document, to the Cloze timeline.
- Create a CompanyCreates a new company in Cloze.
- Create a PersonCreates a new person in Cloze.
- Create a ProjectCreates a new project in Cloze.
- Create a To-DoCreates a to-do item on the Cloze timeline.
- Delete a CompanyDeletes a company from Cloze.
- Delete a PersonDeletes a person from Cloze.
- Delete a ProjectDeletes a project from Cloze.
- Find CompaniesSearches the companies in Cloze and returns the matching entries.
- Find PeopleSearches the people in Cloze and returns the matching entries.
- Find ProjectsSearches the projects in Cloze and returns the matching entries.
- Get a CompanyRetrieves a single company from Cloze.
- Get a Company TimelineRetrieves the timeline of communications and activity for a Cloze company.
- Get a Message BodyRetrieves the body of a message stored in Cloze.
- Get a PersonRetrieves a single person from Cloze.
- Get a Person TimelineRetrieves the timeline of communications and activity for a Cloze person.
- Get a ProjectRetrieves a single project from Cloze.
- Get a Project TimelineRetrieves the timeline of communications and activity for a Cloze project.
- Get MessagesRetrieves the details of the given messages from Cloze.
- Get Multiple CompaniesRetrieves several companies from Cloze in one request.
- Get Multiple PeopleRetrieves several people from Cloze in one request.
- Get Multiple ProjectsRetrieves several projects from Cloze in one request.
- Get Recipient ListsRetrieves the recipient lists available in the Cloze account.
- Get Similar ProjectsRetrieves projects in Cloze that are similar to a given project.
- Get the User ProfileRetrieves the profile of the connected Cloze user.
- List Company ChangesRetrieves companies in Cloze in feed batches, optionally only those modified after a given time.
- List Contact SegmentsRetrieves the contact segments defined in the Cloze account.
- List Contact StagesRetrieves the contact stages defined in the Cloze account.
- List Custom FieldsRetrieves the custom fields defined in the Cloze account.
- List Email OpensRetrieves the email opens that Cloze has tracked.
- List Person ChangesRetrieves people in Cloze in feed batches, optionally only those modified after a given time.
- List Project ChangesRetrieves projects in Cloze in feed batches, optionally only those modified after a given time.
- List Project SegmentsRetrieves the project segments defined in the Cloze account.
- List Project StagesRetrieves the project stages defined in the Cloze account.
- List StepsRetrieves the steps defined in the Cloze account.
- List Subteam NodesRetrieves the subteam nodes of the Cloze team.
- List TagsRetrieves the tags (keywords) defined in the Cloze account.
- List Team MembersRetrieves the members of the Cloze team.
- List Team RolesRetrieves the roles available on the Cloze team.
- List Views and AudiencesRetrieves the views and audiences defined in the Cloze account.
- Make an API CallSends a custom authorized request to the Cloze API.
- Query Funnel Information (Beta)Queries sales funnel analytics in Cloze using a named query.
- Query Lead Qualification DataQueries lead qualification analytics in Cloze using a named query.
- Query Project DataQueries project analytics in Cloze using a named query.
- Query Team ActivityQueries team activity analytics in Cloze using a named query.
- Query User ActivityQueries activity analytics for the Cloze user using a named query.
- Submit a Person via FormSubmits a person to Cloze the way a web form would, applying the form's routing rules.
- Update a CompanyUpdates an existing company in Cloze.
- Update a PersonUpdates an existing person in Cloze.
Teamleader Focus modules
- Accept a QuotationMarks a quotation as accepted.
- Add a Closing DayAdds a company closing day.
- Add a Deal to a ProjectLinks a deal to a project.
- Add a Legacy Project ParticipantAdds a participant to a legacy project.
- Add an External Party to a ProjectAdds an external party to a project.
- Add an Internal Ticket MessageAdds an internal message to a ticket.
- Add a Project CustomerAdds a customer to a project.
- Add a Project Line to a GroupMoves a task or material into a project group.
- Add a Project OwnerAdds an owner to a project.
- Add a Quotation to a ProjectLinks a quotation to a project.
- Add a Ticket ReplyAdds a customer-facing reply to a ticket.
- Add a Time Tracking EntryAdds a new time tracking entry.
- Approve an Incoming Credit NoteApproves an incoming credit note.
- Approve an Incoming InvoiceApproves an incoming invoice.
- Approve a ReceiptApproves a receipt.
- Assign a ProjectAssigns a user or team to a project.
- Assign a Project GroupAssigns a user or team to a project group.
- Assign a Project MaterialAssigns a user or team to a project material.
- Assign a Project TaskAssigns a user or team to a project task.
- Book an InvoiceBooks a draft invoice.
- Cancel a Calendar EventCancels a calendar event.
- Close a Legacy MilestoneCloses a legacy milestone.
- Close a Legacy ProjectCloses a legacy project.
- Close a ProjectCloses a project.
- Complete a CallMarks a call as completed.
- Complete a MeetingMarks a meeting as completed.
- Complete a TaskMarks a task as completed.
- Copy an InvoiceCreates a new draft invoice from an existing one.
- Create a Calendar EventCreates a new calendar event.
- Create a CallSchedules a new call.
- Create a CompanyCreates a new company.
- Create a ContactCreates a new contact.
- Create a Custom Field DefinitionCreates a new custom field definition.
- Create a Day Off TypeCreates a new day off type.
- Create a DealCreates a new deal.
- Create a Deal PhaseCreates a new phase in a deal pipeline.
- Create a Deal PipelineCreates a new deal pipeline.
- Create a Draft InvoiceCreates a new draft invoice.
- Create a Legacy MilestoneCreates a new milestone in a legacy project.
- Create a Legacy ProjectCreates a new project in the legacy projects module.
- Create a Meeting ReportCreates a report for a meeting.
- Create an Incoming Credit NoteCreates a new incoming credit note.
- Create an Incoming InvoiceCreates a new incoming invoice.
- Create a NoteAdds a note to a record.
- Create a ProductCreates a new product.
- Create a ProjectCreates a new project.
- Create a Project GroupCreates a new group in a project.
- Create a Project MaterialAdds a new material to a project.
- Create a Project TaskCreates a new task in a project.
- Create a QuotationCreates a new quotation for a deal.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and Teamleader Focus integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cloze and Teamleader Focus.
Connect your Cloze and Teamleader Focus accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cloze's "Watch Events" fires, WEXTL can "Accept a Quotation" in Teamleader Focus. Cloze has 2 triggers (including Watch Events and Watch Projects); Teamleader Focus has 290 actions (including Accept a Quotation, Add a Closing Day, and Add a Deal to a Project). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cloze-to-Teamleader Focus automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cloze (or Teamleader Focus) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cloze + Teamleader Focus automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cloze and Teamleader Focus integration.
- Cloze and Teamleader Focus integration source code, module specs and credentials implementation.
- Our Cloze and Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and Teamleader Focus — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cloze integration information
- Teamleader Focus integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library