Buying Buddy + Cloze

Buying Buddy + Cloze integrations

Manage new Buying Buddy leads by updating or creating persons in Cloze

Easily manage your leads from Buying Buddy by updating their information in the Cloze app with this seamless workflow. When a new lead is added to Buying Buddy, their details will be simultaneously updated or created as a new person in your Cloze account. No more manual data entry or risk of outdated information - just smooth and efficient lead management at your fingertips.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create/Update a PersonCreates or updates a person.
ActionWrite

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More things you can do with Buying Buddy and Cloze

Discover other triggers and actions you can use with Buying Buddy and Cloze

New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Full Name
- Primary Phone Number
- Mobile Phone
- Home Phone
- Associated Website
- Company
- Password
- Street Address
- Address Line 2
- City
- State
- Zip Code
- Agent's Buying Buddy Referral ID
- Assistant's Buying Buddy Referral ID
- Loan Officer's Buying Buddy Referral ID
- Other Role's Buying Buddy Referral ID
- Round Robin?
- Sales Step
- Forecast Close Date
- Forecast Revenue
- Forecast Notes
- Source Page URL
- Marketing Campaign Reference
- Inquiry / Task Subject Reference
- Inquiry / Task Details
- Inquiry / Task Status
- Task Due (In Days)
- Notes
- Comments
- Lead Star Rating
- Category ID
- HashTags
- Buyer Status
- Mortgage Status
- Agent Agreement
- Only Process if Existing Lead
- Send Welcome Email?
- Send Additional Email ID
- Attach Campaign to New Lead
- Attach Drip Campaign to Existing
- Saved Search
- Saved Search Frequency
- Saved Search End Date
- Duration of Alert
- Saved Search Criteria
Action
Write
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- 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
Action
Write

- Source App ID
  Required
- Source Note ID
  Required
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project Name
  Required
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App ID
  Required
- Source Project Unique ID
  Required
- Additional Fields
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Existing Lead's Email Address
  Required
- Agent / User Email Address
  Required
- Email Subject
  Required
- Email Body
  Required
Action
Write
- Existing Lead's Email Address
  Required
- Email Address of the agent adding the note
- Note Text
  Required
Action
Write
- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Topic
  Required
- When
- Participants
Action
Write

About Buying Buddy

Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.

HelpHelp

Related categories

Contact Management

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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