Search and update leads in Close CRM using advanced filters
Search and update leads in Close CRM using advanced filters
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Creates a new email sequence.
Creates a new export.
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