Spotler CRM
Create tasks for new or updated accounts in Spotler CRM
Stay on top of your customer relationships with this efficient automation. Whenever a new or updated account is detected in your Spotler CRM, this workflow will automatically create a task so you can easily keep track of your action items. Streamline your processes, strengthen client connections, and improve overall productivity by eliminating manual work.
Stay on top of your customer relationships with this efficient automation. Whenever a new or updated account is detected in your Spotler CRM, this workflow will automatically create a task so you can easily keep track of your action items. Streamline your processes, strengthen client connections, and improve overall productivity by eliminating manual work.
- When this happens...New/Updated Account
Triggers on a new or updated account
- automatically do this!Create Task
Creates a task.
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