Cloze + Mobilo Card
Create or update Cloze people when new leads are added in Mobilo Card
Effortlessly manage your new leads from Mobilo Card by automatically creating or updating a person in Cloze. With this workflow, once a new lead is added to your Mobilo Card account, their information will be seamlessly transferred to the Cloze app as a new or updated person entry. Keep your contacts organized and never miss a beat with this efficient automation setup.
Effortlessly manage your new leads from Mobilo Card by automatically creating or updating a person in Cloze. With this workflow, once a new lead is added to your Mobilo Card account, their information will be seamlessly transferred to the Cloze app as a new or updated person entry. Keep your contacts organized and never miss a beat with this efficient automation setup.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create/Update a Person
Creates or updates a person.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItFilters
Try ItStyleRequired
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
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItFilters
Try ItFilters
Try ItCompany 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
