Connecting Your Cloze Account to LoLo

If you use Cloze as your CRM you can connect Cloze and LoLo to sync your contacts from Cloze to LoLo. This allows you to manage your contacts in Cloze (updates to contact info, updates to contact list, etc.) and have them sync automatically to LoLo.

First, you'll tag your contacts - open a contact in Cloze and add a tag of LoLo to the contact (it is not case sensitive, but don't include any spaces or additional characters). 

Once you're ready to connect your accounts:

1. Click your name in the bottom left corner of your LoLo account.
2. Select “Integrations.”
3. Click the button to connect Cloze.
4. If you're not already logged into Cloze, you'll be asked to log in — then Cloze will show you the terms of the access you're granting to LoLo. Approve it to complete the connection.
5. You're all set! Your contacts will sync overnight - each night a sync will run to look for updates, so any changes made today will be seen tomorrow.

You can manage the connection from the integrations page at any time, choosing to disconnect if you wish.

Please note: The sync checks the zip code of each of your LoLo tagged contacts to suggest the best
gift zone for that contact. If you don’t have an address with a zip code entered for a contact, you may want to add it; otherwise you will need to select a gift zone for the contact manually inside of LoLo.

To remove contacts from LoLo, remove the LoLo tag from the contact record in Cloze. You cannot delete. contacts inside of LoLo that are syncing from your CRM.

Changes made in Cloze, (updates, additions or deletions), will appear in LoLo the next day (nightly syncs occur for updates). If you do not see updates within 48 hours, please feel free to reach out to LoLo's support team.