iClosed + Ortto
Create new records in Ortto when contact strategy calls are booked in iClosed
Boost your business productivity by seamlessly linking your iClosed and Ortto apps. With this automation in place, whenever a Contact Strategy Call is booked in iClosed, a corresponding record is instantly created in Ortto. This process helps you stay organized and efficient, saving time and reducing manual data entry.
Boost your business productivity by seamlessly linking your iClosed and Ortto apps. With this automation in place, whenever a Contact Strategy Call is booked in iClosed, a corresponding record is instantly created in Ortto. This process helps you stay organized and efficient, saving time and reducing manual data entry.
- When this happens...Call Booked
Triggers when a new call is scheduled in iClosed.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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