Create or update people in Cloze for new leads captured in Real Geeks
Keep your customer relationship management organized and up-to-date with this convenient workflow. Whenever there's a new lead in Real Geeks, it will trigger an update or create a new person in Cloze. This real estate-focused automation keeps you connected with potential buyers or sellers, ensuring no lead falls through the cracks.
Keep your customer relationship management organized and up-to-date with this convenient workflow. Whenever there's a new lead in Real Geeks, it will trigger an update or create a new person in Cloze. This real estate-focused automation keeps you connected with potential buyers or sellers, ensuring no lead falls through the cracks.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create/Update a Person
Creates or updates a person.
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SiteRequired
Try ItFilters
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
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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
Author Name
Author Address
Subject
Body
Body Type
About Name
About Address
Source App Link Name
Source App Link URL
Additional Fields