Close + Pulseem
Create and update Pulseem clients from new Close opportunities
Effortlessly manage new opportunities in Close by integrating with Pulseem's Web API. With this automation, every time you have a new opportunity in your Close account, a client will be created or updated in Pulseem, ensuring seamless information transfer. Make your sales process more efficient and save time by connecting Close and Pulseem with this workflow.
Effortlessly manage new opportunities in Close by integrating with Pulseem's Web API. With this automation, every time you have a new opportunity in your Close account, a client will be created or updated in Pulseem, ensuring seamless information transfer. Make your sales process more efficient and save time by connecting Close and Pulseem with this workflow.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
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