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Clozio + zipForm Plus

Create contacts in Clozio for new contacts in zipForm Plus

Entering your clients’ data in multiple systems is soul-crushing. Use this integration to ensure that when you add a new contact to zipForm Plus, your client is “auto-magically” added to Clozio and ready for their next transaction. Type less; close more!

Entering your clients’ data in multiple systems is soul-crushing. Use this integration to ensure that when you add a new contact to zipForm Plus, your client is “auto-magically” added to Clozio and ready for their next transaction. Type less; close more!

  1. When this happens...
    zipForm PluszipForm Plus
    New Contact

    Triggers when a new contact is added to a zipForm Address Book.

    TriggerScheduled
  2. automatically do this!
    ClozioClozio
    Create Contact

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • zipForm Plus triggers, actions, and search

    New Contact

    Triggers when a new contact is added to a zipForm Address Book.

    Trigger
    Scheduled
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    • Contact TypeRequired

    • First Name

    • Last Name

    • EmailRequired

    • Phone number type

    • Phone Number

    • Extension

    • Specialty

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Title

    • Middle Name

    • Suffix

    • Company

    • Address

    • City

    • State

    • Zip Code

    • Phone

    • Mobile Phone

    • Web Site Address

    • Fax

    • Category

    Action
    Write
clozio logo
clozio logo

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.

Related categories

  • Productivity
zipform-plus logo
zipform-plus logo

About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.
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