AgentFire + Cloze
Add notes to Cloze when new lead notes are added in AgentFire
Effortlessly maintain up-to-date records with this workflow that connects AgentFire to Cloze. When you add notes to a lead in AgentFire, the workflow will create a corresponding note in the Cloze app. This automation ensures all your lead information is easily accessible and organized across both platforms, streamlining your sales process and saving you valuable time.
Effortlessly maintain up-to-date records with this workflow that connects AgentFire to Cloze. When you add notes to a lead in AgentFire, the workflow will create a corresponding note in the Cloze app. This automation ensures all your lead information is easily accessible and organized across both platforms, streamlining your sales process and saving you valuable time.
- When this happens...Notes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
- automatically do this!Create a Note
Create or update a note.
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Name
Email
Phone
