CINC + Clozio

CINC + Clozio integrations

Create a new contact in Clozio when lead pipeline stage is changed in CINC

Use this integration to "auto-magically" copy your leads' data (name, email, phone number) directly from CINC into Clozio, saving time and reducing soul-crushing manual data entry. Works best when used in conjunction with the update contact template as well!

When this happens...
Pipeline Stage ChangedTriggers when a pipeline stage is applied.
TriggerInstant
automatically do this!
Create ContactCreates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
ActionWrite

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More things you can do with CINC and Clozio

Discover other triggers and actions you can use with CINC and Clozio

Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
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Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Trigger
Instant
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New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
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Note Applied
Triggers when a note is applied.
Trigger
Instant
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Trashed Lead
Triggers when a lead is trashed.
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Instant
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- Cell Phone
  Required
- Full Name
- First Name
- Last Name
- Email
- EmailCC
- Home Phone
- Work Phone
- Full Address
- Street Address
- City
- State
- Postal Code
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Buyer Lead
- First Time Buyer
- Seller Lead
- Distressed Seller
- Has a House to Sell
- Use Lead Routing
- Notes
- Send Welcome Email
- Favorite City
- Source
Action
Write
- Email
  Required
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- Email
  Required
Action
Write
- Contact Type
  Required
- First Name
- Last Name
- Email
  Required
- Phone number type
- Phone Number
- Extension
- Specialty
Action
Write

Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Trigger
Instant
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Label Applied
Triggers when a label is applied.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant
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Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Trigger
Instant
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- Email
  Required
- Notes
  Required
- CallNote
Action
Write
- Email
  Required
- Cell Phone
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Distressed Seller
- Favorite City
Action
Write
- Email
  Required
- FormID
  Required
Action
Write

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

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.

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Related categories

Productivity

Related Zap Templates

Create/Update Clozio contacts for new updated lead details in CINC

Create Clozio contacts for new leads in CINC

Create a new contact in Clozio when a new lead is added to CINC