Create or update Cloze persons for new completed involve.me submissions
Easily update your Cloze CRM with new completed submissions from involve.me with this streamlined workflow. Whenever a submission is completed in involve.me, this automation will create or update a person in Cloze, ensuring you always have the most up-to-date information on your contacts. Save time and maintain accurate records in your CRM without manual data entry.
Easily update your Cloze CRM with new completed submissions from involve.me with this streamlined workflow. Whenever a submission is completed in involve.me, this automation will create or update a person in Cloze, ensuring you always have the most up-to-date information on your contacts. Save time and maintain accurate records in your CRM without manual data entry.
- When this happens...
- automatically do this!Create/Update a Person
Creates or updates a person.
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- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItFilters
Try ItStyleRequired
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
Author Name
Author Address
Subject
Body
Body Type
About Name
About Address
Source App Link Name
Source App Link URL
Additional Fields
Filters
Try ItFilters
Try ItCompany 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
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