Create task with due date from Close email for timely follow up

Create tasks in Close based on new emails to ensure timely follow-up on fee options. Filter relevant emails and set due dates for better organization and accountability in your workflow.

Zap details:

Overview

Create tasks in Close based on new emails to ensure timely follow-up on fee options. Filter relevant emails and set due dates for better organization and accountability in your workflow.

Create task with due date from Close email for timely follow up