Create Cloze company for new naturalForms response
naturalForms + Cloze Integration
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Create Cloze note for new naturalForms response
naturalForms + Cloze Integration
Create Cloze person for new naturalForms response
When someone completes your naturalForms, a new person is automatically created in your Cloze. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the naturalForms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a naturalForms - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the naturalForms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a naturalForms - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
When Document is created in naturalForms > Check any condition > Create person in Cloze
naturalForms + Cloze Integration
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