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
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!
NOTE: To sync Notes added after the initial lead comes into Cloze, you'd need to use our Zapier integration (here's a template)
1. Select these options
2. When setting up the "Configure" section in the Cloze step make sure to map the "Email" field under "About Email" so Cloze knows which lead to assign the note to.