Create Clozio contacts for new leads in CINC
Entering your clients’ data in multiple systems is time consuming, particularly when it can be automated. Use this integration to ensure that when you add a new lead to CINC, your client is automatically added to Clozio and ready for their next transaction. Type less; close more!
Entering your clients’ data in multiple systems is time consuming, particularly when it can be automated. Use this integration to ensure that when you add a new lead to CINC, your client is automatically added to Clozio and ready for their next transaction. Type less; close more!
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
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