Send an Email via YCloud when New Contact in Close
Send an Email via YCloud when New Email in Close
Send an Email via YCloud when New Lead in Close
Send an Email via YCloud when New Task in Close
Send an Email via YCloud when New Note in Close
Send an Email via YCloud 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 Note is created.
Triggers when a new opportunity is added.
Send an email to the customers
create a contact.
Update an existing contact.
Creates a New Task.
delete an Email on lead.
Updates a New call.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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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