Cloze + Fello
Cloze + Fello
Create or update persons in Cloze for new leads in Fello Connect
Every time a new lead comes in through Fello Connect, this workflow will update or create a person record in your Cloze app. This streamlines your contact management process, enabling you to efficiently track and nurture leads without any manual effort. Boost your productivity and ensure you never miss a potential business opportunity with this simple and efficient automation.
- When this happens...Form SubmissionTriggers when a form is submitted
- automatically do this!Create/Update a PersonCreates or updates a person.
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More things you can do with Fello and Cloze
Discover other triggers and actions you can use with Fello and Cloze
- Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Try ItTriggerInstant - Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItTriggerInstant - New Home Value View Event
Triggers when a contact views home value dashboard
Try ItTriggerInstant - New Tags Added to Contact
Triggers when a new tag is added for the contact
Try ItTriggerInstant
- Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItTriggerInstant - Form Submission
Triggers when a form is submitted
Try ItTriggerInstant - EmailRequired
- Full Name
- First Name
- Last Name
- Phone
- Street Address
- Apt/Unit number
- City
- State
- Zip
- Full Address
- Lead Type
- Tags
- Assigned Agent Name
- Assigned Agent Email
- Assigned Agent Id
- Record Status
- CRM Link
- CRM Name
- CRM Source
- CRM Stage
- CRM Created Date
- Additional Email 1
- Additional Email 2
- Additional Email 3
- Additional Email 4
ActionWrite
