Create or update Cloze persons when new AgentFire leads arrive
Effortlessly manage your new leads from AgentFire by seamlessly connecting it to your Cloze CRM. With this workflow, every time a new lead is generated in AgentFire, it will create or update a person within Cloze, ensuring all your contact information stays up-to-date. Streamline your lead management process and save valuable time with this automation.
- When this happens...New LeadTriggers when a new lead is captured in the Lead Manager.
- automatically do this!Create/Update a PersonCreates or updates a person.
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More things you can do with AgentFire and Cloze
Discover other triggers and actions you can use with AgentFire and Cloze
- Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItTriggerInstant - Page View
Triggers when a page view event is recorded in the Lead Manager.
Try ItTriggerInstant - Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
ActionWrite
- Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItTriggerInstant - Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItTriggerInstant - Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItTriggerInstant - Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
ActionWrite




