Select (or enter IDs of) one or more tags.

If you have the full name of the contact instead of first and last name

Add the email or email list. Use comma-separate values to create an array.

Place the tags separated by commas and between double quotes

List of usernames, separated by comma, to use in round robin as owner

Add a custom field for the Deals in Clientify to store an ID you can use later for closing the deal.

Add the Contact API URL to link this deal to an existing Clientify contact

Contact URL provided by the new contact trigger

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