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Cloze + Omniconvert

Add new Omniconvert interaction leads to a Cloze list

Making sure you have all your prospects accounted for is essential for your business. Save yourself the effort of managing them yourself by activating this integration. From that point on, we'll make sure to create a new person on Cloze for every lead you capture on Omniconvert, keeping your lists updated with every prospect you need to engage.

Making sure you have all your prospects accounted for is essential for your business. Save yourself the effort of managing them yourself by activating this integration. From that point on, we'll make sure to create a new person on Cloze for every lead you capture on Omniconvert, keeping your lists updated with every prospect you need to engage.

  1. When this happens...
    OmniconvertOmniconvert
    New Interaction Lead

    Triggers when you have generated a new lead.

    TriggerInstant
  2. automatically do this!
    ClozeCloze
    Create/Update a Person

    Creates or updates a person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select WebsiteRequired

    • Select SurveyRequired

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
    • Company 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

    Action
    Write
    • Select WebsiteRequired

    • Select InteractionRequired

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
    • StyleRequired

    • 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

    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
cloze logo
cloze logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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omniconvert logo
omniconvert logo

About Omniconvert

Omniconvert delivers the software, services & know-how to empower retailers to become customer-centric; from acquisition to retention.

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