Integrate Lead Forensics with Cloze
Send information between Lead Forensics and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Lead Forensics and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead added
Triggers when a new lead is added for the selected client user
Business added
Triggers when a new business is added
Visit recorded by business
Triggers when a new visit is recorded by the selected business
Visit recorded
Triggers when a new visit is recorded
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Fetch business
Fetches the details of an existing business by ID
Fetch visit
Fetches the details of a visit by ID
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a project
Creates or updates a project
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create ToDo
Creates a new ToDo
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
