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How to Set up a Cloze Integration
How to Set up a Cloze Integration

Video and text tutorials for setting up a Cloze CRM integration

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Written by Team
Updated over a week ago

Video Tutorial Showing How to Set up the Cloze Integration

Here's a video that walks through setting up a direct Cloze integration within Curb Hero's web app.

Step by Step Instructions on setting up a Direct Integration with Cloze

Step 1: The integrations tab can be found in the "My Profile" section on the top right of the web app (Note: integrations can only be configured on our web app https://app.curbhe.ro/) .

Step 2: Select the Cloze button/section and add your Cloze account – Enter your email address and API Key* associated with your Cloze Account .

*An API Key can be found/created in your Cloze dashboard. Copy/Paste them

Step 3: Save the fields* that you want to sync between Curb Hero and Cloze - most will be pre-populated. IF you're a team/broker admin make sure to keep the agent email field populated

*In our CRM Integrations tutorial we talk a bit more about mapping the fields

Step 4: Enable the integration by toggling it on, and it will be active. Test to make sure the leads are coming over the way you want!

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