Connect Cloze to RealScout
Connect Cloze to RealScout to keep your contacts in sync and to make it easier to manage lead engagement from a single source of truth. After you connect, you can 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.
Before you start
You need access to your RealScout agent account and your Cloze account.
If you use tag-based importing, note:
Tags are case-insensitive.
Tags cannot include spaces (use
_instead).RealScoutis the default tag and cannot be removed.Contacts send to Cloze will have the tag
RealScoutadded automatically too, for easier organizing
Step 1: Open the Cloze integration in RealScout
Log in to your RealScout agent account.
Go to Integrations.
Find Cloze and select Connect Cloze Account.
Tip: If you are already logged in to Cloze, the authorization flow is usually faster because you can approve without re-entering credentials.
Step 2: Authorize the Cloze connection
Sign in to Cloze (if prompted).
Review the permissions screen.
Click Approve to complete the connection.
Note: You must approve the permissions request for the integration to work.
Step 3: Choose how contacts import from Cloze
After connecting, go to Contact Import Settings in the Cloze integration.
Option A: Only import tagged contacts (recommended for most teams)
Select Only import contacts from Cloze that have matching tags.
Add any additional tags you want RealScout to accept.
Note: RealScout is the default tag and cannot be removed. Tags are case-insensitive.
Tip: Because tags cannot include spaces, use an underscore (example: Hot_Leads).
Option B: Import all contacts
Select Import all contacts from Cloze into your RealScout account, regardless of tags.
Caution: RealScout warns that importing all contacts is irreversible. Contacts imported during "Import All Contacts" won't automatically be removed if you switch settings later.
Step 4: Backfill existing contacts (optional)
If you want to immediately bring your existing Cloze contacts into RealScout, use the integration's Back Fill Contacts option.
Note: Backfill is a one-time import action. Your ongoing import behavior depends on your Contact Import Settings.
Quick reference: Which import option should you use?
If you want to… | Choose this setting | Why |
Control exactly which contacts enter RealScout | Only import tagged contacts | Limits noise and reduces accidental over-importing. |
Bring everything into RealScout without tag rules | Import all contacts | Fastest, but RealScout flags it as irreversible. |
Frequently Asked Questions
Do Cloze tags need to match capitalization exactly?
No. Tags are case-insensitive.
Can I remove the default RealScout tag from the import rules?
No. The RealScout tag is the default and cannot be removed.
If I switch from "Import all contacts" to tag-based importing, will previously imported contacts be removed?
Contacts imported during "Import All Contacts" won't be removed automatically if you change settings later. You can archive leads if needed.
What should I do after connecting?
Set your Contact Import Settings, then click/press Back Fill Contacts if you need existing Cloze contacts imported right away.