Create New Cloze Customers From New Xero Contacts

In the fast-paced world of real estate, efficiency is everything. Every minute saved on administrative tasks is a minute that can be spent with clients or closing deals. That's why automation tools have become essential for modern real estate businesses looking to optimize their workflows.

We recently implemented a simple yet powerful automation solution for a real estate client who was struggling with the tedious process of manually updating their Cloze CRM whenever new contacts were created in their Xero accounting software. This repetitive task was consuming valuable time for their sales team every day.

The Challenge: Keeping Contact Data Synchronized

For real estate agencies that use both Xero for accounting and Cloze as their industry-specific CRM, maintaining consistent contact information across both platforms is crucial. Our client found that their team was spending several minutes per day manually copying contact details from Xero to Cloze, leading to:

• Wasted productive time
• Potential for data entry errors
• Delays in follow-up communications
• Inconsistencies between systems

The Solution: Automated Contact Synchronization

The automation we built consists of a straightforward two-part module that continuously monitors for new contacts in Xero. When a new contact is detected, it automatically creates a corresponding person record in Cloze without any manual intervention required.

This integration works through a simple flow:

1. A trigger watches for new contact additions in Xero
2. When detected, the automation immediately creates a matching contact in Cloze

The Benefits of Automation

While this may seem like a small enhancement, the cumulative time savings for a large team of sales agents are substantial. The benefits include:

• Elimination of manual data entry tasks
• Guaranteed data consistency across platforms
• Immediate availability of new contacts in the CRM
• Reduced administrative burden on sales agents
• More time for client-facing activities

Understanding the Software

For context, Cloze is a specialized CRM designed specifically for the real estate industry, helping agents manage client relationships, properties, and sales activities. Xero, on the other hand, is popular accounting software used to manage financial transactions and contacts.

Since both systems contain important client information, keeping them synchronized ensures your business operations run smoothly with accurate data across all departments.

Implementing This Solution

This automation is relatively simple to set up. The module uses Make (formerly Integromat) to create the connection between Xero and Cloze. As mentioned in the video, you could recreate this automation yourself if you're familiar with Make, or you can access the blueprint directly from the website.

Getting Started

To implement a similar solution for your real estate business, you'll need:

• Active accounts with both Xero and Cloze
• A Make.com account to create the automation
• API access to both platforms

This type of integration is just one example of how simple automation can remove friction from your daily operations and help your team focus on what matters most—growing your real estate business.

By eliminating redundant data entry tasks, you're not just saving time; you're creating a more reliable system where your team can trust that contact information is always up-to-date across all your business tools.