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!
- When this happens...New Contact
Triggers when a new contact is added to a zipForm Address Book.
- 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 added to a zipForm Address Book.
Try ItContact TypeRequired
First Name
Last Name
EmailRequired
Phone number type
Phone Number
Extension
Specialty
First NameRequired
Last NameRequired
Email
Title
Middle Name
Suffix
Company
Address
City
State
Zip Code
Phone
Mobile Phone
Web Site Address
Fax
Category
