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.