How do I capture custom information from a lead email?
As you receive leads Cloze can use artificial intelligence (AI) to automatically extract lead information.
By default, Cloze will automatically capture the key lead contact information without any custom changes including:
- Name (or first name / last name depending on the email)
- Set the Lead Source
- Set the Stage and Segment
In some cases however you may need to also extract custom information from a lead email. This is where a custom script is helpful. Cloze offers custom scripting to automatically extract unique information from lead email notifications you receive and apply other treatments to the lead.
A script can do two primary things:
- Extract unique information
- location or region
- lead type (buyer, seller, renter)
- other values
- Apply other treatments to the lead
- Update custom fields
- Add tags
- Conditionally set Stage, Segment, and other values
- Set a location or sub-team