Create CLOSEM appointment for new EspoCRM contact
EspoCRM + CLOSEM Integration
Select 1 Click Automation
Create CLOSEM contact for new EspoCRM contact
If you're using EspoCRM to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Contact is created in EspoCRM > Check condition > Create contact in CLOSEM
EspoCRM + CLOSEM Integration
When Lead is created in EspoCRM > Check condition > Create contact in CLOSEM
EspoCRM + CLOSEM Integration
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