iClosed + Ortto
Create new Ortto records from qualified contacts in iClosed
Streamline your lead management workflow with this efficient process. When a qualified contact is identified in iClosed, it immediately creates a new record in Ortto. This seamless connection saves time, eliminating the need to manually transfer data between the two applications, and ensures all details are accurately recorded, enhancing your customer relationship management efforts.
Streamline your lead management workflow with this efficient process. When a qualified contact is identified in iClosed, it immediately creates a new record in Ortto. This seamless connection saves time, eliminating the need to manually transfer data between the two applications, and ensures all details are accurately recorded, enhancing your customer relationship management efforts.
- 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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