Create Front messages for new Close opportunities, streamlining communication and tracking
Keep your sales and support teams in sync with this efficient workflow between Close and Front. When a new opportunity is created in Close, this automation will import the corresponding message into Front, ensuring your support team is up-to-date on the latest sales developments. Stay organized and maintain seamless communication between departments with this automated process.
Keep your sales and support teams in sync with this efficient workflow between Close and Front. When a new opportunity is created in Close, this automation will import the corresponding message into Front, ensuring your support team is up-to-date on the latest sales developments. Stay organized and maintain seamless communication between departments with this automated process.
- When this happens...New Opportunity in Status
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
- automatically do this!Import Message
Imports a new message into Front.
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