Select a group to filter the 'Contact' dropdown below.

Enter a firstname, lastname or email to search through all the contacts in your account in the 'Contact' dropdown below.

Using 'Group' and/or 'Search Contacts' fields above will filter the contacts in this dropdown.

Filter the CRM Activities by activity type

Select this to trigger when an opportunity is closed

Select a group from the 'Associate With' dropdown above (and refresh the fields) to show more assignable contacts.

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

CRM Connector

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