Cloze

Cloze + Follow Up Boss Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cloze and Follow Up Boss, with as many as 20 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Cloze + Follow Up Boss and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

New Tag Added to Contact

Triggers when a tag is added to a contact for the first time.

New Inquiry or Website Event

Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

New Contact

Fires when a new contact is created in Follow Up Boss.

Create or Update Contact Without Triggering Action Plans

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

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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.

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

See Follow Up Boss Integrations