Follow Up Boss integration with Clozio
How to Create Clozio contacts from new contacts in Follow Up Boss
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Clozio contacts from new contacts in Follow Up Boss" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clozio integrations
Clozio actions
Nekton can use any feature that is available in Clozio API.
Using our advanced AI, you can easily create custom automations for Clozio.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
About Clozio
Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.