iClosed + Ortto
Record new potential contacts from iClosed in Ortto instantly
Take your business productivity to the next level with this workflow. When a potential contact appears in the iClosed App, it immediately creates a new record in the Ortto App. This automation saves time by cutting out the manual data entry, enabling you to focus more on nurturing your contacts. The workflow makes your relationship management efficient and hassle-free.
Take your business productivity to the next level with this workflow. When a potential contact appears in the iClosed App, it immediately creates a new record in the Ortto App. This automation saves time by cutting out the manual data entry, enabling you to focus more on nurturing your contacts. The workflow makes your relationship management efficient and hassle-free.
- 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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