Create or update people in Cloze from new leads in StreetText
With this workflow, streamline your lead management process by directly feeding new leads from StreetText into Cloze. As soon as a new lead enters your database in StreetText, pertinent details will be used to create or update a person's profile in Cloze. This seamless process minimizes manual data entry, ensuring efficient lead nurturing, and facilitating a quicker follow-up process.
With this workflow, streamline your lead management process by directly feeding new leads from StreetText into Cloze. As soon as a new lead enters your database in StreetText, pertinent details will be used to create or update a person's profile in Cloze. This seamless process minimizes manual data entry, ensuring efficient lead nurturing, and facilitating a quicker follow-up process.
- When this happens...New Contact
Triggers when a new contact is created
- automatically do this!Create/Update a Person
Creates or updates a person.
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Automation NameRequired
Try ItGet User Domains
Trigger to get a list of user domains.
Try ItEmail AddressRequired
TagsRequired
Phone NumberRequired
TagsRequired
New Contact
Triggers when a new contact is created
Try ItFirst Name
Last Name
Email AddressRequired
Phone Number
Address
City
Province
Country
Zip Code
Ad Id
Funnel Id
Facebook Ad Id
Contact IDRequired
TagsRequired
Email AddressRequired