Connecting Cloze to RealScout keeps your contacts in sync between both platforms and makes it easier to manage lead engagement without switching back and forth. After connecting, you choose whether RealScout imports all Cloze contacts or only contacts with specific tags, then optionally run a one-time backfill to bring in existing contacts immediately.

You need access to both your RealScout agent account and your Cloze account. If you plan to use tag-based importing, review these rules before setting up tags in Cloze:

Tip: If you are already logged in to Cloze in the same browser, the authorization flow is faster — you can approve without re-entering credentials.

Note: You must approve the permissions request for the integration to work. Declining cancels the connection.

After connecting, go to Contact Import Settings in the Cloze integration. You have two options:

Option A: Only import tagged contacts (recommended for most teams)

Use this option when you want precise control — only contacts explicitly tagged in Cloze enter RealScout. Ideal when you don't want your entire Cloze database syncing to RealScout automatically.

Option B: Import all contacts

Caution: Importing all contacts is irreversible for the contacts that come in during the "Import All" period. Switching to tag-based importing later does not automatically remove contacts already imported. Only choose this option if you want your entire Cloze database in RealScout.

The ongoing sync only imports contacts going forward — it does not automatically pull in contacts that already existed in Cloze when you connected. To bring existing contacts in immediately:

Note: Backfill is a one-time import action. It applies your current Contact Import Settings — if you are on tag-based importing, only tagged contacts are backfilled. Your ongoing import behavior is always controlled by Contact Import Settings, not by the backfill.

Do Cloze tags need to match capitalization exactly?
No. Cloze tags are case-insensitive in the RealScout integration. A contact tagged "REALSCOUT," "RealScout," or "realscout" in Cloze is treated identically. Capitalization does not matter — spelling does.

Can I remove the default RealScout tag from the import rules?
No. The RealScout tag is the default import tag and cannot be removed. You can add other tags to broaden the import criteria, but RealScout will always be included as an accepted tag. Any contact in Cloze tagged RealScout will import into RealScout.

If I switch from "Import all contacts" to tag-based importing, will previously imported contacts be removed from RealScout?
No. Contacts that were imported during the "Import all contacts" period remain in RealScout. Switching to tag-based importing changes the rule for future syncs only — it does not retroactively remove contacts already in your account. To remove specific contacts, you can archive them manually from your Contacts list at realscout.com/agent/contacts.

What should I do immediately after connecting?
Set your Contact Import Settings to either tag-based or all-contacts mode, then click Back Fill Contacts if you want existing Cloze contacts imported right away. After that, the integration runs automatically in the background — new contacts in Cloze that meet your import criteria sync to RealScout without any additional steps.

Can I use Auto Nurture with my synced Cloze contacts?
Yes. Once contacts sync from Cloze to RealScout, Auto Nurture treats them the same as any other contacts in your account. If Auto Nurture is active, newly synced Cloze contacts are enrolled based on your Auto Nurture mode settings. See Auto Nurture Overview & Settings for configuration details, and the Cloze Auto Nurture guide for integration-specific setup.