Cloze + LeadConnector

Cloze + LeadConnector integrations

Update and manage LeadConnector contacts when people changes occur in Cloze

This workflow kicks in whenever there's a change in person details within the Cloze app, seamlessly updating the contact within the LeadConnector app. It ensures that your contact list remains updated and accurate, eliminating the need for manual entry. This seamless data transition between Cloze and LeadConnector enhances your client relationship management efficiency.

When this happens...
Person ChangeTriggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Cloze and LeadConnector

Discover other triggers and actions you can use with Cloze and LeadConnector

- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- 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
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project Name
  Required
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App ID
  Required
- Source Project Unique ID
  Required
- Additional Fields
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Topic
  Required
- When
- Participants
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About Cloze

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.

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.