Close + Crystal Ball
Create Crystal Ball annotations for new Close contacts
Easily keep track of new contacts in the Close app by creating annotations in the Crystal Ball app with this efficient workflow. When a new contact is added in Close, an annotation is instantly created in Crystal Ball, ensuring you stay organized and up-to-date. Save time and streamline your contact management process with this seamless automation.
Easily keep track of new contacts in the Close app by creating annotations in the Crystal Ball app with this efficient workflow. When a new contact is added in Close, an annotation is instantly created in Crystal Ball, ensuring you stay organized and up-to-date. Save time and streamline your contact management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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