What contacts are synced from SkySlope to Cloze?

Note: The SkySlope integration is included as part of the Cloze Business Gold and Platinum Plans.

Buyers and Sellers

Contacts and their contact information are automatically synced from the SkySlope to Cloze. The SkySlope integration will sync to Cloze the buyers, sellers, and optionally other contacts related to the transaction or listing (e.g. title contact, attorney contact, etc.).

Each contact is automatically organized for you with the appropriate Stage and Segment. The Stage will automatically update in Cloze as the transaction progresses in SkySlope.

Note: Contacts on the other side of the transaction will not sync into Cloze.

The SkySlope integration will sync in the close date and automatically set the Sale Anniversary and Purchase Anniversary date on the Cloze contacts involved in the transaction.

Each year on the anniversary date of the transaction Cloze will trigger a reminder automatically.

Optional: Other SkySlope Contacts

Beyond the buyers and sellers, the SkySlope integration can optionally sync other contacts to Cloze. When enabled other contacts like the title contact, the escrow contact, the attorney, the lender, etc. will display in the Partner section.