Lead Capture: Automatically extract leads from emails
To get started check out: Five steps to setting up a Lead Management Program with Cloze.
Capture every lead automatically
- Turns leads received by emails into contacts automatically.
- Instantly notifies you of the arrival of a new lead
- Single tap to accept the lead
- Single swipe to reach out
- Enhance contacts with information from the lead email
Every lead gets an automatic follow-up plan
When new leads arrive in your inbox via email Cloze will alert you to add the extracted contact information so you can quickly follow up with the lead.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Assistant section and tap on Lead Management to expand the section.
4.) Scroll down to the bottom of the Smart Suggestions section.
5.) Then enter the email addresses that send you leads.
For example, email notifications from JotForm web forms are sent via the email address firstname.lastname@example.org. To capture leads from JotForm you would enter email@example.com.
For other services simply enter the email address that sends you the leads.