Clozio + Realvolve
Create Clozio contacts for new contacts in Realvolve
Entering your clients’ data in multiple systems is time consuming, particularly when it can be automated. Use this integration to ensure that when you add a new contact to Realvolve, your client is automatically added to Clozio and ready for their next transaction. Type less; close more!
Entering your clients’ data in multiple systems is time consuming, particularly when it can be automated. Use this integration to ensure that when you add a new contact to Realvolve, your client is automatically added to Clozio and ready for their next transaction. Type less; close more!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
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New Contact
Triggers when a new contact is created.
Try ItContact TypeRequired
First Name
Last Name
EmailRequired
Phone number type
Phone Number
Extension
Specialty
Full Name
Title
Company
Home Address
Home Phone
Home Mobile Number
Home Email
Work Address
Work Phone
Work Mobile Number
Work Email
Tags
Contact Source
Start Workflow on New Contact
Start Workflow on Contact Update
Run Update Workflow Only Once
Record Owner
Notes
Attachment URL
SMS Text Message
