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.
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:
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
STEP 1 : Define your qualification criteria
Configure your Swiftask agent with the business rules specific to your company (industry, size, budget, intent).
STEP 2 : Connect your Cloze instance
Link Swiftask to Cloze via secure API. The agent accesses prospect records for reading and writing.
STEP 3 : Configure the analysis trigger
Define when the agent should intervene: new contact, pipeline stage change, or new email received.
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.
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
1. Shortened sales cycle
Immediate qualification allows for rapid contact with the hottest prospects.
2. Increased sales productivity
Your teams eliminate repetitive manual entry and qualification tasks to focus on selling.
3. Reliable CRM data
AI ensures consistent and accurate data across your CRM.
4. Marketing-sales alignment
Apply the same qualification criteria automatically, without debates over lead quality.
5. 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.
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.