Create CLOSEM appointment for new simPRO individual customer
Simpro + CLOSEM Integration
Select 1 Click Automation
Create CLOSEM contact for new simPRO individual customer
If you're using simPRO 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 individual customer is created in simPRO, 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 individual customer is created in simPRO, 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 Individual customer created in simPRO > Check condition > Create contact in CLOSEM
Simpro + CLOSEM Integration
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