Cloze + LeadConnector
Update persons in Cloze when pipeline stages change in LeadConnector
Improve your sales cycle with this workflow when there's a stage change in LeadConnector. It digitally mirrors those changes, creating or updating contacts in your Cloze app. By doing so, it ensures a seamless flow of data between platforms, enhancing pipeline tracking, and customer relationship management. Benefit from accurate data and save valuable time with this efficient process.
Improve your sales cycle with this workflow when there's a stage change in LeadConnector. It digitally mirrors those changes, creating or updating contacts in your Cloze app. By doing so, it ensures a seamless flow of data between platforms, enhancing pipeline tracking, and customer relationship management. Benefit from accurate data and save valuable time with this efficient process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update a Person
Creates or updates a person.
- Free forever for core features
- 14 day trial for premium features & apps
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Filters
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Filters
Try It
