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Cloze + Revaluate

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.

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.

  1. When this happens...
    RevaluateRevaluate
    Contact Ascend 80

    Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.

    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?
  • Revaluate triggers, actions, and search

    Contact Ascend 80

    Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.

    Trigger
    Instant
    Try It
  • Revaluate triggers, actions, and search

    Contact Weekly Score Trigger

    Triggers weekly to allow for updating of all contact scores in an external system.

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
    • Filters

    Trigger
    Instant
    Try It
  • Revaluate triggers, actions, and search

    Contact Descend 80

    Triggers when a contact whose score was above 80, drops below 80.

    Trigger
    Instant
    Try It
    • Contact NameRequired

    • Contact EmailRequired

    • Contact Address

    • Contact External ID

    • Contact Phone Number

    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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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revaluate logo
revaluate logo

About Revaluate

Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier