CINC + Cloze

Manage new CINC leads by creating or updating persons in Cloze

Enhance your productivity with this streamlined workflow between CINC and Cloze. As soon as you generate a new lead in CINC, this automation updates or creates a new person in Cloze, ensuring your customer information remains up-to-date. It simplifies your lead management process, reduces manual data entry, and helps you maintain consistent and accurate information across both platforms.

When this happens...
New Lead
Triggers when a new lead is added.
TriggerInstant
automatically do this!
Create/Update a Person
Creates or updates a person.
ActionWrite

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Supported triggers and actions

What does this mean?

Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
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Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Trigger
Instant
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New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
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Note Applied
Triggers when a note is applied.
Trigger
Instant
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Trashed Lead
Triggers when a lead is trashed.
Trigger
Instant
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- Cell PhoneRequired
- Full Name
- First Name
- Last Name
- Email
- EmailCC
- Home Phone
- Work Phone
- Full Address
- Street Address
- City
- State
- Postal Code
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Buyer Lead
- First Time Buyer
- Seller Lead
- Distressed Seller
- Has a House to Sell
- Use Lead Routing
- Notes
- Send Welcome Email
- Favorite City
- Source
Action
Write
- EmailRequired
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- EmailRequired
Action
Write
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company 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
Action
Write
- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project NameRequired
- 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 IDRequired
- Source Project Unique IDRequired
- Additional Fields
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Trigger
Instant
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Label Applied
Triggers when a label is applied.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant
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Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Trigger
Instant
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- EmailRequired
- NotesRequired
- CallNote
Action
Write
- EmailRequired
- Cell Phone
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Distressed Seller
- Favorite City
Action
Write
- EmailRequired
- FormIDRequired
Action
Write
- Filters
Trigger
Instant
Try It
- StyleRequired
- 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
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
- TopicRequired
- When
- Participants
Action
Write

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

CINC + Cloze

Manage new CINC leads by creating or updating persons in Cloze

Agent Assigned

Agent Auto Reassign Completed

New Inquiry

Note Applied

Trashed Lead

Create Lead

Full Name

First Name

Last Name

Email

EmailCC

Home Phone

Work Phone

Full Address

Street Address

City

State

Postal Code

Assigned Agent

Assigned Partner

Assigned Listing Agent

Label

Buyer Lead

First Time Buyer

Seller Lead

Distressed Seller

Has a House to Sell

Use Lead Routing

Notes

Send Welcome Email

Favorite City

Source

Add Saved Search

EmailRequired

City

State

Zip

CityState

County

Lot_Acreage

MaxLot_Acreage

MinSqFt

MaxSqFt

MinYearBuilt

MaxYearBuilt

MinBeds

MaxBeds

MinBaths

MaxBaths

MinPrice

MaxPrice

StrCrit

Frequency

Trash Lead

EmailRequired

Company Change

Filters

Project Change

Filters

Create/Update a Company

Company NameRequired

Keyword

Description

Keywords

Industry

Business Size

No. Of Employees

Domains

Notes

Share To

Assign To

Default Assign To

Node

Stage

Segment