Cloze + DeltaNet CRM

Cloze + DeltaNet CRM integrations

Manage new DeltaNet CRM leads by creating or updating persons in Cloze

Keep your workflow streamlined and efficient by instantly populating new leads from DeltaNet CRM into the Cloze app as a new or updated person. Instead of manually moving data between the two, this strategic automation helps you save time and maintain updated contact details. Manage your leads and contacts in one place to enhance your customer relationship management.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create/Update a PersonCreates or updates a person.
ActionWrite

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More things you can do with DeltaNet CRM and Cloze

Discover other triggers and actions you can use with DeltaNet CRM and Cloze

- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- email
  Required
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_email
  Required
- Blog Id
  Required
Action
Write
- Email
  Required
- Group ID
  Required
Action
Write
- Event Id
  Required
Action
Write

- Customer Email
  Required
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer email
  Required
- Property Address
  Required
- City
  Required
- State
  Required
- Zip code
  Required
- Showing Date And Time
  Required
- Showing Note
Action
Write

- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Topic
  Required
- When
- Participants
Action
Write

- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- customer_email
  Required
- Note
  Required
- Date
Action
Write
- Customer email
  Required
- Start Date
  Required
- Repeat
  Required
- End Date
- Action
  Required
- Note
Action
Write
- Start date
  Required
- End date
  Required
- Event Title
  Required
- Event Info
Action
Write
- Customer Email
  Required
- Group Id
  Required
Action
Write
- Customer email
  Required
- Blog Id
  Required
Action
Write
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company Name
  Required
- 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
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project Name
  Required
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App ID
  Required
- Source Project Unique ID
  Required
- Additional Fields
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

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About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

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