Cloze + Realvolve
Update Realvolve contacts when Cloze persons change
Easily keep your Realvolve contacts up to date with this seamless workflow. When a person's information is updated in Cloze, a new contact is created in Realvolve, ensuring your database is always current. Stay organized and maintain accurate contact records with this simple and effective automation.
Easily keep your Realvolve contacts up to date with this seamless workflow. When a person's information is updated in Cloze, a new contact is created in Realvolve, ensuring your database is always current. Stay organized and maintain accurate contact records with this simple and effective automation.
- When this happens...Person Change
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
- automatically do this!Create Contact
Creates or updates a contact in your account.
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Filters
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
Source App IDRequired
Source Note IDRequired
Author Name
Author Address
About Name
About Address
Subject
Body
Body Type
Source App Name
Source App URL
Additional Fields
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
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
