Create Customer in Orderspace when New Contact in Close
Create Customer in Orderspace when New Email in Close
Create Customer in Orderspace when New Lead in Close
Create Customer in Orderspace when New Task in Close
Create Customer in Orderspace when New Note in Close
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Triggers when a new task is created or completed.
Triggers when a new Note is created.
Creating a new customer
create a contact.
Update an existing contact.
Creates a New Task.
delete an Email on lead.
Updates a New call.
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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