AddContractToInbox in Trackado when New Contact in Close
AddContractToInbox in Trackado when New Email in Close
AddContractToInbox in Trackado when New Lead in Close
AddContractToInbox in Trackado when New Task in Close
AddContractToInbox in Trackado when New Opportunity 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 opportunity is added.
Adds a contract draft to the inbox.
create a contact.
Update an existing contact.
Creates a New Task.
delete an Email on lead.
Updates a New call.
Trackado is a comprehensive contract management solution designed to streamline and simplify the management of contracts and agreements. It offers features such as contract tracking, automated reminders, and detailed reporting to help businesses stay on top of their contractual obligations.
Learn MoreClose 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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