Clozio + Freshsales Suite

Add new Freshsales Suite contacts to Clozio as contacts

Effortlessly keep your contacts up-to-date between Freshsales Suite and Clozio with this seamless automation. Every time a new contact is added in Freshsales Suite, the workflow will create a corresponding contact in Clozio, ensuring that your CRM systems stay in sync and saving you the time-consuming process of manual data entry. Stay organized and never miss out on essential contact information again.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
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

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- Contact TypeRequired
- First Name
- Last Name
- EmailRequired
- Phone number type
- Phone Number
- Extension
- Specialty
Action
Write

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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clozio + Freshsales Suite

Add new Freshsales Suite contacts to Clozio as contacts

Supported triggers and actions

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Create Contact

About Clozio

Related categories

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces