Create or update companies in Cloze from new accounts in Badger Maps
Whenever a new account is created in Badger Maps, streamline your workflow by having the details instantly populated in Cloze. This automation ensures that your sales team gets immediate access to new company information in Cloze, making follow-ups straightforward and efficient. It saves valuable time, reduces manual data entry and keeps all the information in one place for ease of access.
Whenever a new account is created in Badger Maps, streamline your workflow by having the details instantly populated in Cloze. This automation ensures that your sales team gets immediate access to new company information in Cloze, making follow-ups straightforward and efficient. It saves valuable time, reduces manual data entry and keeps all the information in one place for ease of access.
- When this happens...New Account
Triggers when you or a user you manage creates an Account.
- automatically do this!Create/Update a Company
Creates a company.
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Email Address or User IDRequired