Popular Close + Flowlu Workflows
Create Close task for new Flowlu opportunity
Create Flowlu contact for new Close contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Close - Flowlu integration, anytime a new Close contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu task for new Close contact
When you create a contact in Close, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Flowlu task for new Close opportunity
With our integration between Close and Flowlu, creating task in Flowlu is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create Flowlu task for new Close task
All you need to do is - integrate Flowlu with Close to create task in Flowlu automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
When Contact is created in Close > Check any condition > Create task in Flowlu
When Contact is updated in Close > Check any condition > Create task in Flowlu
When Lead is created in Close > Check any condition > Create task in Flowlu
When Contact is created in Close > Check condition > Create contact in Flowlu
When Contact is updated in Close > Check condition > Create contact in Flowlu
When Lead is created in Close > Check condition > Create contact in Flowlu
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Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
See Close IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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