Cloze + kvCORE
Create or update persons in Cloze for every new lead in kvCORE
Start managing your contacts more effectively with kvCORE and Cloze. With this workflow, every time a new lead is generated in kvCORE, a person will be created or updated in Cloze. This enables you to seamlessly track and record lead data, enhancing your CRM efforts and customer relationship management. Stay ahead of your game by connecting kvCORE and Cloze today.
Start managing your contacts more effectively with kvCORE and Cloze. With this workflow, every time a new lead is generated in kvCORE, a person will be created or updated in Cloze. This enables you to seamlessly track and record lead data, enhancing your CRM efforts and customer relationship management. Stay ahead of your game by connecting kvCORE and Cloze today.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create/Update a Person
Creates or updates a person.
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Campaign Zap IDRequired
Try ItFirst Name
Lead Type
Last Name
Email
Cell Phone 1
Cell Phone 2
Lead Status
Form or Capture Method
Source
Secondary Source
Date Registered
Interested in City
Interested in Price
Interested in MLS#
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Assign to Agent Email
Note
Assign to Agent ID
Tags (Multiple)
Filters
Try ItFilters
Try It
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItEmail
First Name
Last Name
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Note
Logged Call Type
Logged Call Resoluton
Logged Call Note
Filters
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
