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Cloze + Zenlist

Create Zenlist client invitations when persons change in Cloze

This workflow begins when there is a change regarding a person in Cloze. It then proceeds to generate a client invitation in Zenlist. This automation makes managing your clientele easier and more efficient, reducing manual data entry. It ensures that every change in Cloze is quickly updated in Zenlist, providing consistent communication with your clients.

This workflow begins when there is a change regarding a person in Cloze. It then proceeds to generate a client invitation in Zenlist. This automation makes managing your clientele easier and more efficient, reducing manual data entry. It ensures that every change in Cloze is quickly updated in Zenlist, providing consistent communication with your clients.

  1. When this happens...
    ClozeCloze
    Person Change

    Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    TriggerInstant
  2. automatically do this!
    ZenlistZenlist
    Create a Client Invitation

    Allows the creation of a client invitation.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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

    • 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

    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

    • 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

    Action
    Write
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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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About Zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

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