Connect Your
Cloze CRM
Connect your Cloze CRM to automatically sync your contacts and write homeowner activity and insights directly back into your CRM.
Cloze Integration
The integration with Cloze enables two-way data flow:
✓ Contact Import:
Automatically sync your Cloze contacts into Homeowner.ai so you
can
invite them to claim their Homeowner Hub.
✓ CRM Write-Back:
Push homeowner engagement, property insights, and opportunity
signals
back into Cloze as activities, so you can prioritize outreach
and
build automations without switching platforms.
Before You Begin
Before You Begin You will need your Cloze login credentials with
permission
to authorize third-party integrations. Cloze connects through a secure
sign-in, so no API key is required.
Note: If you previously connected your CRM through
API Nation or imported contacts via CSV, you will need to establish
the new in-platform CRM connection to enable continuous syncing and
write-back functionality.
How to Connect
1. Log in to your Homeowner.ai Professional account.
2. Navigate to the Contacts page.
3. Click Import My Contacts.
4. In the Import Contacts window, click Get Started.
5. Select Cloze from the list of CRM options.
Authorize Your Cloze Account
1. On the Connect Your Cloze Account screen, click Connect Account.
2. A secure Cloze sign-in window will open. Log in with your Cloze credentials.
3. Review and approve the requested access to complete authorization.
Your initial sync will begin automatically. Most databases sync within 3-5 minutes, though larger contact lists may take longer.
Need Help?
If you have questions or need assistance inviting homeowners, Submit a Request to connect with our Support Team.