CLOZD HELP CENTER
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Articles on setting up, running, and reading the results of your Clozd program.
Browse by category
Administration
The Admin tab, users and access control, allowlisting Clozd email, and single sign-on.
Data & Analytics
Win rates, insight gems, Ask Clozd, and the Clozd Scorecard measures of your program's health.
Workflows
Automate feedback collection: sort deals into workflows, run outreach and approvals, and work with the Contributor Portal.
Integrations
Salesforce, Gong, Slack, and MCP — keeping deal data flowing between Clozd and your stack.
Interview Scheduling
Email outreach and sequences, deliverability, Flex Interviews, and getting participants on the calendar.
Getting Started
Navigating Clozd and configuring the basics: the dashboard, filters, deals, decision drivers, tags, and your account settings.
Diving Deep
Deeper dives: HubSpot and Microsoft Dynamics automation, API imports and exports, Clozd API tokens, and embedding Clozd in Salesforce.