AgentFire + Cloze
Create timeline events in Cloze for new page views in AgentFire
Kickstart your client follow-ups with this efficient workflow. When a page view occurs in the AgentFire app, a corresponding timeline event is instantly created in the Cloze app. Perfect for keeping track of your client's engagement with your content, this automation offers a streamlined way to maintain client interactions and save time on manual data input.
Kickstart your client follow-ups with this efficient workflow. When a page view occurs in the AgentFire app, a corresponding timeline event is instantly created in the Cloze app. Perfect for keeping track of your client's engagement with your content, this automation offers a streamlined way to maintain client interactions and save time on manual data input.
- When this happens...Page View
Triggers when a page view event is recorded in the Lead Manager.
- automatically do this!Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead 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
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
