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Cloze + Realvolve

Add Realvolve new contacts to Cloze as persons

Effortlessly keep your contacts up to date between Realvolve and Cloze with this efficient automation. Whenever a new contact is added to your Realvolve app, this workflow will create or update a person in Cloze, ensuring that your database stays organized and synchronized. Spend less time manually transferring information and more time nurturing those important relationships.

Effortlessly keep your contacts up to date between Realvolve and Cloze with this efficient automation. Whenever a new contact is added to your Realvolve app, this workflow will create or update a person in Cloze, ensuring that your database stays organized and synchronized. Spend less time manually transferring information and more time nurturing those important relationships.

  1. When this happens...
    RealvolveRealvolve
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  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?
  • Realvolve triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    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
    • Full Name

    • Title

    • Company

    • Home Address

    • Home Phone

    • Home Mobile Number

    • Home Email

    • Work Address

    • Work Phone

    • Work Mobile Number

    • Work Email

    • Tags

    • Contact Source

    • Start Workflow on New Contact

    • Start Workflow on Contact Update

    • Run Update Workflow Only Once

    • Record Owner

    • Notes

    • Attachment URL

    • SMS Text Message

    Action
    Write
    • 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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realvolve logo
realvolve logo

About Realvolve

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.

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