Streamline your schedule: Smart scheduling with Cloze and Swiftask
Swiftask turns your Cloze CRM into an automated scheduling engine. Your appointments are handled by AI, synced, and qualified without manual effort.
Result:
Save hours every week. Eliminate email back-and-forth and maximize your selling time.
AI Agents
cloze
Connector cloze · Secure OAuth 2.0
Calendar chaos: Why manual scheduling slows your growth
Appointment management is a major source of sales friction. Between endless email threads to find a slot and the risk of forgetting to update your CRM, you waste valuable time that should be spent with clients.
Main negative impacts:
Administrative time drain
Manual calendar coordination consumes a large portion of your day, reducing time dedicated to prospecting.
Risk of errors and conflicts
A forgotten appointment or double booking in Cloze can severely damage your professional image.
Fragmented CRM data
If your appointments are not automatically linked to your contacts in Cloze, you lose crucial pipeline visibility.
Swiftask connects your calendar to Cloze. Our AI agent analyzes your availability, interacts with prospects, and automatically schedules appointments while updating your CRM in real time.
BEFORE / AFTER
What changes with Swiftask
The traditional way
You receive a meeting request. You check your calendar, suggest three slots by email, wait for the response, then manually enter the event into Cloze.
The Swiftask + Cloze power
The AI agent detects the meeting intent in your emails. It suggests slots in real time, confirms the booking, and automatically creates the activity in Cloze.
Deploy your scheduling assistant in 4 steps
1
STEP 1 : Set up your agent in Swiftask
Define your availability rules and preferences for your AI agent via our intuitive interface.
2
STEP 2 : Link to your Cloze account
Connect Swiftask to your Cloze CRM to enable automatic synchronization of activities and contacts.
3
STEP 3 : Define interaction triggers
Configure the triggers (incoming email, lead status change) that launch the scheduling assistant.
4
STEP 4 : Active automation
Your agent now manages meeting requests and updates your CRM autonomously.
AI capabilities for superior calendar management
The agent analyzes urgency, client history, and contact priority in Cloze to suggest the most relevant slots.
- Target connector: The agent performs the right actions in cloze based on event context.
- Automated actions: Two-way synchronization, intent detection in emails, automatic contact record updates, appointment reminder emails.
- Native governance: All agent actions are auditable in your dashboard for complete transparency.
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.
Strategic benefits for your sales teams
Accelerated sales cycle
Reduced scheduling friction allows for faster meeting booking.
Always-up-to-date CRM
No more manual entry: Cloze instantly reflects your real activity.
Premium client experience
Provide immediate responsiveness to your prospects, reinforcing your professionalism.
Focus on high-value tasks
Free your sales reps from menial tasks so they can focus on closing.
Effortless scalability
Manage a growing volume of interactions without increasing your administrative load.
Security and data privacy
Swiftask applies enterprise-grade security standards for your cloze automations.
- Secure API integration: We use OAuth protocols for a secure connection to your Cloze instance.
- Total confidentiality: Your calendar data is processed with the highest level of encryption.
- Data governance: You keep full control over your AI agent's access and permissions.
- GDPR compliance: Swiftask adheres to the strictest standards for protecting your professional data.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your productivity
| Metric | Before | After |
|---|---|---|
| Scheduling time | 10-15 minutes per meeting | Under 30 seconds |
| CRM accuracy | Data often outdated | 100% synced in real time |
| Conversion rate | Lost leads due to slowness | Improved through responsiveness |
| Manual effort | Daily entry required | Zero human intervention |
Take action with cloze
Save hours every week. Eliminate email back-and-forth and maximize your selling time.