Create or update Cloze persons when new BizConnect contacts are added
Whenever a new contact is added into your BizConnect account, this workflow quickly updates or creates a new person in your Cloze app. This results in a seamless connection between the two platforms, ensuring you never miss tracking important contact interactions. Streamline your contact management process and maintain up-to-date information across both the BizConnect and Cloze applications with this efficient workflow.
Whenever a new contact is added into your BizConnect account, this workflow quickly updates or creates a new person in your Cloze app. This results in a seamless connection between the two platforms, ensuring you never miss tracking important contact interactions. Streamline your contact management process and maintain up-to-date information across both the BizConnect and Cloze applications with this efficient workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update a Person
Creates or updates a person.
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New Contact
Triggers when a new contact is created.
Try ItFilters
Try ItFilters
Try ItCompany NameRequired
Keyword
Description
Keywords
Industry
Business Size
No. Of Employees
Domains
Notes
Share To
Assign To
Default Assign To
Node
Stage
Segment
List
Remove List
Facebook
Twitter
LinkedIn
Street Address
City
Region
Postal Code
Country
Phone
Url
Source App ID
Source App Link Name
Source App Link URL
Source Entity Unique ID
Additional Fields
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
Filters
Try ItStyleRequired
From Name
From AddressRequired
Recipient Name
Recipient Address
Subject
Body
Body Type
Skip Inbox
Thread ID
Source App Link Name
Source App Link URL
Additional Fields
Author Name
Author Address
Subject
Body
Body Type
About Name
About Address
Source App Link Name
Source App Link URL
Additional Fields