Cloze + Revaluate integrations
Manage new Revaluate contacts by creating or updating persons in Cloze
Stay on top of important interactions by integrating Revaluate and Cloze. With this automation, as soon as the Contact Ascend 80 event occurs in the Revaluate app, the same person would be created or updated in the Cloze app. This optimization will help you maintain an accurate, up-to-date database across both platforms, saving you time and effort in manual data entry.
- When this happens...Contact Ascend 80Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
- automatically do this!Create/Update a PersonCreates or updates a person.
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More things you can do with Revaluate and Cloze
Discover other triggers and actions you can use with Revaluate and Cloze
- Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Try ItTriggerInstant - Contact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
Try ItTriggerInstant - Filters
Try ItTriggerInstant- Filters
Try ItTriggerInstant
- Contact Descend 80
Triggers when a contact whose score was above 80, drops below 80.
Try ItTriggerInstant - Contact NameRequired
- Contact EmailRequired
- Contact Address
- Contact External ID
- Contact Phone Number
ActionWrite- Filters
Try ItTriggerInstant- 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
ActionWrite
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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