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.
- When this happens...Page ViewTriggers when a page view event is recorded in the Lead Manager.
- automatically do this!Create Timeline EventCreates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
- Free forever for core features
- 14 day trial for premium features & apps
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




