iClosed + Ortto
Record disqualified contacts from iClosed in Ortto instantly
Streamline your sales process with this efficient workflow. When a contact gets disqualified in iClosed, this automation promptly updates the record in Ortto, keeping your database clean and current. This helps you maintain accurate customer records without lifting a finger, giving you more time to focus on qualified leads.
Streamline your sales process with this efficient workflow. When a contact gets disqualified in iClosed, this automation promptly updates the record in Ortto, keeping your database clean and current. This helps you maintain accurate customer records without lifting a finger, giving you more time to focus on qualified leads.
- When this happens...Contact Updated
Triggers when a contact is updated.
- 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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