Buying Buddy + Cloze
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 No more manual data entry or risk of outdated information - just smooth and efficient lead management at your fingertips.
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 No more manual data entry or risk of outdated information - just smooth and efficient lead management at your fingertips.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 Lead
Triggers when a new lead is created.
- automatically do this!Create/Update a Person
Creates or updates a person.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is created.
Try ItEmail
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
Filters
Try ItFilters
Try It
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
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
