Qualify leads automatically in Cloze with your AI agents
Swiftask connects your AI agents to Cloze CRM. Identify, analyze, and qualify your prospects as soon as they arrive, without manual effort.
Result:
Accelerate your sales cycle. Let your sales team focus solely on the most promising leads.
AI Agents
cloze
Connector cloze · Secure OAuth 2.0
Manual lead qualification slows down your growth
Qualifying leads one by one in Cloze is a tedious task that consumes your sales team's valuable time. Opportunities stagnate, data is entered with delays, and hot leads are not addressed fast enough.
Main negative impacts:
Time wasted on unqualified leads
Your sales team spends hours sorting through prospects that don't match your sales criteria.
Slow response times
A lead not qualified instantly is a lead that might turn to a competitor.
Incomplete CRM data
Manual entry leads to errors, omissions, and a blurred view of your sales pipeline.
Swiftask deploys AI agents that automatically analyze incoming data and update the status, score, or notes of your leads directly in Cloze.
BEFORE / AFTER
What changes with Swiftask
Traditional management in Cloze
A new lead arrives. A salesperson must manually check their profile, analyze interactions, define qualification score, and update Cloze. If they are in a meeting, the lead waits.
AI qualification with Swiftask
As soon as the lead arrives, your AI agent analyzes their information in real-time, evaluates relevance based on your criteria, and updates Cloze instantly. Salespeople get notified only for high-priority leads.
Activate automatic qualification in 4 steps
1
STEP 1 : Define your qualification criteria
Configure your Swiftask agent with the business rules specific to your company (industry, size, budget, intent).
2
STEP 2 : Connect your Cloze instance
Link Swiftask to Cloze via secure API. The agent accesses prospect records for reading and writing.
3
STEP 3 : Configure the analysis trigger
Define when the agent should intervene: new contact, pipeline stage change, or new email received.
4
STEP 4 : Launch intelligent automation
The agent processes each lead, updates Cloze fields, and alerts your sales team when needed.
What your agents can do for Cloze
The AI analyzes the lead's global context: exchange history, profile data, behavior on your site, and other weak signals.
- Target connector: The agent performs the right actions in cloze based on event context.
- Automated actions: Automatic lead status update. Assigning a priority score. Auto-filling custom fields. Creating a summary note on the profile.
- Native governance: All changes made by the AI are logged in the Cloze activity feed.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-cloze@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Performance gains for your sales
Shortened sales cycle
Immediate qualification allows for rapid contact with the hottest prospects.
Increased sales productivity
Your teams eliminate repetitive manual entry and qualification tasks to focus on selling.
Reliable CRM data
AI ensures consistent and accurate data across your CRM.
Marketing-sales alignment
Apply the same qualification criteria automatically, without debates over lead quality.
Effortless scalability
Handle thousands of additional leads without needing to recruit administrative resources.
Security and data privacy
Swiftask applies enterprise-grade security standards for your cloze automations.
- Secure API integration: Swiftask uses your authenticated Cloze account access to ensure confidentiality.
- Granular control: You keep full control over which fields the AI can modify or read in your CRM.
- GDPR compliance: Data processing complies with the strictest standards, ensuring the protection of your prospects.
- Action traceability: Every update made by the agent is logged, allowing for easy auditing at any time.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measure the impact on your pipeline
| Metric | Before | After |
|---|---|---|
| Qualification time | Hours/days | Seconds |
| Qualification accuracy | Variable (human) | Consistent (AI) |
| Conversion rate | Baseline | +15-30% due to reactivity |
| Administrative time | High | Near zero |
Take action with cloze
Accelerate your sales cycle. Let your sales team focus solely on the most promising leads.