Clozio + CINC Integrations

How to connect Clozio + CINC

Zapier lets you send info between Clozio and CINC automatically—no code required.

When this happens...

Agent Assigned

Triggers when an agent is assigned.

automatically do this!

Create Contact

Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!

Popular Clozio + CINC workflows

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Create Clozio contacts for new leads in CINC
CINC + Clozio
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When this happens
Step 1: New Lead
Then do this
Step 2: Create Contact
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Create Clozio contacts for new leads in CINC
Create Clozio contacts for new leads in CINC
CINC + Clozio
Create a new contact in Clozio when a new lead is added to CINC
CINC + Clozio
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When this happens
Step 1: New Lead
Then do this
Step 2: Create Contact
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Create a new contact in Clozio when a new lead is added to CINC
Create a new contact in Clozio when a new lead is added to CINC
CINC + Clozio
Create a new contact in Clozio when lead pipeline stage is changed in CINC
CINC + Clozio
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When this happens
Step 1: Pipeline Stage Changed
Then do this
Step 2: Create Contact
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Create a new contact in Clozio when lead pipeline stage is changed in CINC
Create a new contact in Clozio when lead pipeline stage is changed in CINC
CINC + Clozio
Create/Update Clozio contacts for new updated lead details in CINC
CINC + Clozio
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When this happens
Step 1: Lead Details Updated
Then do this
Step 2: Create Contact
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Create/Update Clozio contacts for new updated lead details in CINC
Create/Update Clozio contacts for new updated lead details in CINC
CINC + Clozio

Supported triggers and actions

What does this mean?

Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
Action
Write
Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
Label Applied
Triggers when a label is applied.
Trigger
Instant
New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
New Lead
Triggers when a new lead is added.
Trigger
Instant

Note Applied
Triggers when a note is applied.
Trigger
Instant
Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant

Trashed Lead
Triggers when a lead is trashed.
Trigger
Instant

CINC
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Instant
Trigger
CINC
Creates a new lead.
Scheduled
Action
CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action

How Clozio + CINC Integrations Work

Step 1: Authenticate Clozio + CINC.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Clozio + CINC

About Clozio

Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.