Clozd Platform: CRM Integrations Overview Guide
The Clozd Platform integrates with CRMs like Salesforce and Microsoft Dynamics 365 to securely aggregate and analyze comprehensive buyer and sales rep feedback across the entire sales pipeline, delivering high-quality, timely win-loss insights that reduce bias, enhance data security with SOC 2 and GDPR compliance, eliminate data silos, and optimize win-loss programs by focusing on impactful buyer intelligence.
CRM Integrations
Unlock Powerful Win-Loss Insights
The CRM integration enables you to quickly receive the most impactful buyer insights. The most successful win-loss programs deliver buyer intelligence across your entire pipeline. Connect Clozd with your CRM to create a direct and secure feed of all your opportunities into the Clozd Platform. Clozd integrates with Salesforce, Microsoft Dynamics 365, and (coming soon) HubSpot. You can also configure a custom integration using our API.
Buyer Intelligence
Deliver the Richest, Highest-Quality Buyer Insights
With your CRM connected to Clozd, your buyer interviews will be completed even faster, and you’ll be empowered to share timely and actionable insights across your organization.
Refine Your Feedback Collection
- Easily select the highest-value contacts for your buyer interviews and access and share the feedback right within the Clozd Platform.
- Gather tailored insights based on your CRM metadata.
- Reduce sample bias through rule-based (not hand-picked) feedback collection.
See the Complete Picture
- Automatically survey buyers and sales reps for full pipeline coverage.
- Clozd aggregates this data with your interviews to bring you a clear and complete picture—all in one place.
- Chart a path forward based on why you’re winning or losing.
- Eliminate silos of disparate win-loss data.
Enhance Security
- No more sending lists via email or uploading them to a shared drive.
- Clozd is SOC 2 compliant, so you can feel confident knowing that your data is flowing to a secure location.
- SOC 2 Type 2 certified.
- Certified GDPR compliant.
Get the Whole Story
- Integrating with your CRM helps you get full pipeline coverage and develop a clear picture of your data—all in one place.
- See overall trends.
- Eliminate any silos of disparate data from your win-loss program.
Optimize Your Win-Loss Program
Invest in What Matters Most
Spend less time managing win-loss logistics and more time acting on win-loss insights. Thanks to our CRM integrations, the time-consuming and often tedious process of manually pulling a list of buyers for Clozd to interview each quarter is no longer necessary.
Simplify Your Work
- The automated process reduces the administrative time necessary to manage your win-loss program.
- With no coding required, our CRM integrations take minutes to set up—and once the integration is established, your work is done.
- Automatically schedule feedback collection invitations.
- Eliminate administrative work to repeatedly curate lists of contacts.
- Codeless integration for a simple, one-time setup.
Get Continuous, Real-Time Feedback
- Your CRM integration enables a continuous stream of win-loss insights to flow back to all relevant stakeholders.
- Link interview transcripts to related opportunities.
- Short turnaround time between a closed opportunity and feedback delivery.
- Buyers share experiences that are still fresh in their minds.
- Quicker delivery empowers teams to take action sooner.
Share Your Data Securely
Feel confident knowing that your data is flowing to a secure location with our Clozd for CRM integrations. Clozd is SOC 2 certified and GDPR compliant. Your Clozd sales rep will provide any needed documentation for your security review.
Gain Access to Other Powerful Integrations
When you integrate your CRM with the Clozd Platform, you unlock connections with other software platforms—including Gong, with Chorus and Clari coming soon—that can help you take full advantage of your competitive data.
Ready to Get Started?
Try out Clozd for free to analyze one of your own wins or losses.
Win-Loss Analysis
Clozd will help you improve your sales win rate.
Churn Analysis
Boost customer retention by partnering with Clozd.
Customer Testimonials
"Clozd helps us understand, with confidence, why we win and lose deals."
— Ike Nwabah | VP of Marketing
"Every review from Clozd that I read teaches me new ways to improve our sales process."
— Tripp R. | Global Competitive Insights Manager
"Depth of knowledge we could never achieve on our own."
— Gary C. | VP of Product Marketing
"Clozd is a no-brainer. The upfront investment is quickly dwarfed by the immense value it brings in the form of actionable intelligence and competitive advantage."
— Dan Bolton | Vice President of Corporate Marketing at Nitrogen
"Clozd checks all the boxes to store, filter, analyze, and share win-loss findings at scale. Better yet, their team members are true consultative partners that have helped us up-level our win-loss program."
— Karen Warfield | Head of Competitive Intelligence at Clari
"It's invaluable feedback that comes directly from our customers and helps support us in our product planning and when we go up against competitors."
— Hillary Neal | GTM Processes & Programs Leader at Qualtrics
Related
Clozd Platform Software Integrations
The Clozd platform offers integrations with tools like Gong, Slack, and AI agents to deliver first-party buyer insights directly into sales workflows, communication channels, and AI decision-making, while also supporting CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics to automate outreach and continuous feedback collection.
Trella Health Uses Win-Loss Insights to Refine Product Strategy and Improve Sales Training
Trella Health initiated a three-month pilot win-loss analysis program with Clozd in mid-2024 to understand their low CRM product win rate, which led to expanded use across departments, improved sales coaching, validated strategic assumptions, increased cross-functional engagement, and fostered a customer-centric company culture.
Streamlined Win-Loss Analysis Data Collection
Clozd streamlines win-loss analysis by integrating existing CRM and call data with buyer feedback collected through tailored live and flexible interviews or surveys, enabling organizations to identify pipeline weaknesses, personalize outreach, and gain actionable insights into why deals are won or lost.
Clozd Platform Software Integrations
The Clozd platform offers integrations with tools like Gong, Slack, and AI agents to deliver first-party customer insights directly into sales workflows, communication channels, and AI decision-making, while also supporting CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics to automate outreach and feedback collection.
Market Research
Clozd enables companies to confidently explore new market segments by conducting AI-powered, one-on-one interviews with qualified buyers already in their CRM, overcoming common challenges of slow, costly third-party panels, internal outreach delays, and delayed feedback, thereby delivering real-time insights and facilitating strategic decisions based on direct customer input.
Comprehensive Guide to Market Research and Customer Feedback Methods
This guide emphasizes that B2B leaders must adopt a systematic, buyer-centric market research approach—centered on direct, unbiased customer feedback rather than flawed CRM data—to answer critical business questions, improve win rates, and drive growth, supported by five foundational pillars including the prioritization of live buyer insights as the most reliable source.