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.

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