Clozd CRM Integrations Overview
Clozd offers an AI-powered customer feedback platform featuring live and AI interviews, expert guidance, custom search tools, and secure ISO-certified integrations with CRM and other tools to enable win-loss and churn analysis for actionable business insights.
Feedback Collection
Live Interviews\ \ The most powerful feedback channel AI Interviews\ \ Scale your customer feedback program
The Clozd Advantage
Platform Overview\
\
Turn customer feedback into action 
\
\
Program Experts\
\
Expert guidance, better customer insights
Features
MCP\ \ Clozd's custom, AI-powered search tool Integrations\ \ Connect Clozd with your other everyday tools Security\ \ Clozd is ISO 27001 and 27701 certified
Learn more about our innovative platform\
\
\
\
Book a demo
Decision Points
\
\
Win-Loss Analysis\
\
Uncover the real reasons you win and lose Churn Analysis\
\
Eliminate the high cost of customer churn Customer Experience Feedback\
\
Build stronger customer relationships
Teams
Sales\ \ Boost your team's productivity and performance Marketing\ \ Learn how Clozd helps marketers build influence Product\ \ Uncover needs, shape better features Customer Success\ \ Improve retention and drive expansion
Resources
Resource Library\ \ Your hub for insights across the customer journey Clozd Blog\ \ Access game-changing content from our team of experts Customer Stories\ \ See how real companies are using customer feedback The Ultimate Guide to Win-Loss Analysis\ \ Every question about win-loss analysis answered ROI Calculator\ \ See how much you can increase your revenue
\
\
Tailored interviews conducted by certified industry veterans\
\
Check it out
Company
About Us\ \ Learn more about our vision, values, and culture Careers\ \ Help us build the future of customer conversations
Why Clozd
Product
Solutions
Resources
Company
.svg)
Back
product
\
\
Win-Loss Analysis\
\
Implementation Feedback\
\
Customer Experience Feedback\
\
Churn Analysis\
\
Other Use Cases
Market Research\
\
Product Research\
\
Feedback Collection
Live Interviews\
\
Flex Interviews\
\
The Clozd advantage
Platform Overview\
\
\
\
Expert Services\
\
Back
Teams
Sales\
\
Marketing\
\
Product\
\
Customer Success\
\
Features
Integrations\
\
Security\
\
Clozd MCP\
\
Expert Network\
\
Back
Resources
Resource Library\
\
Clozd Blog\
\
Customer Stories\
\
The Ultimate Guide to Win-Loss Analysis\
\
ROI Calculator\
\
Back
Company
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.
.svg)
.svg)
.svg)
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 then 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
.svg)
Churn Analysis
Boost customer retention by partnering with Clozd
Industry-leading solutions
The #1 win-loss platform on G2
Clozd is consistently ranked as the best win-loss solution for ROI, ease of use, and quality of support—by the revenue leaders who use our platform every day.
7 years in a row
“If you want data-driven insights to fuel your strategy, 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
©2026 Clozd Inc.
Company
Resources
Win-Loss Content
The Ultimate WIn-Loss Analysis Guide.svg)
Guide to Building a Win-Loss Program
State of Win-Loss Analysis Report
Company
About Us Careers Talk With Us Log In
Resources
Win-Loss Guide GDPR Compliance Privacy Policy Terms Of Use
Popular Blog Posts
Learn Win-Loss: Resources Win-Loss Analysis Guide State Of Win-Loss Analysis Report
©2023 Clozd Inc.
By continuing to browse our site, you consent to our use of cookies. Privacy Policy