Create and update LeadConnector contacts for new Close opportunities
Effortlessly keep your contacts up-to-date with this powerful workflow. When a new opportunity arises in Close, this automation will instantly update or add the associated contact in LeadConnector, ensuring your CRM stays in sync and your team remains informed. Enjoy streamlined processes and better organization as your revenue opportunities grow.
Effortlessly keep your contacts up-to-date with this powerful workflow. When a new opportunity arises in Close, this automation will instantly update or add the associated contact in LeadConnector, ensuring your CRM stays in sync and your team remains informed. Enjoy streamlined processes and better organization as your revenue opportunities grow.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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