CINC + Clozio
Create/Update Clozio contacts for new updated lead details in CINC
When this happens
Step 1: Lead Details Updated
Then do this
Step 2: Create Contact
Use this integration to "auto-magically" copy/update your leads' data (name, email, phone number) directly from CINC into Clozio, saving time and reducing soul-crushing manual data entry. Pro tip: use this in conjunction with the "Lead created" template as well!
Agent AssignedTriggers when an agent is assigned.Trigger- Label AppliedTriggers when a label is applied.Trigger
- New InquiryTriggers when new inquiry was requested.Trigger
- New LeadTriggers when a new lead is added.Trigger
- Note AppliedTriggers when a note is applied.Trigger
- Pipeline Stage ChangedTriggers when a pipeline stage is applied.Trigger
- Trashed LeadTriggers when a lead is trashed.Trigger
- Lead Details UpdatedTriggers when a lead's information is updated. I,E changing a lead's phone number.Trigger
- CINC
Creates a new lead.
Scheduled
Action
- CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
- CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
- CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
- CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
- CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action
- Clozio
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
Scheduled
Action
About CINC
About Clozio
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