Knowledge base | Cloze, Inc.

How do I send a new Salesforce lead to Cloze?

Choose a Salesforce New Lead trigger and a Cloze Create Person action

Select New Lead Salesforce Trigger.


Select your Salesforce account. 


Test this Step. 


Select Cloze as Action App. 


Select Create/Update and Person action.


Select your Cloze account.


Match up Salesforce Lead to Cloze Person.

Select your Cloze Stage and Cloze Segment. In this example we are mapping a Salesforce lead  to a Cloze "Not Yet Qualified Customer" (aka a Lead).


Set the Source App ID, Source Unique ID, Source App Link Name and Source App Link URL. 


Name and turn this Zap on.