CLOSEM + OfficeRnD Integration

Connect CLOSEM to OfficeRnD in 1 click

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Popular CLOSEM + OfficeRnD Workflows

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OfficeRnD + CLOSEM  Integration

Create CLOSEM contact for new OfficeRnD contact

If you're using OfficeRnD 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 OfficeRnD, 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.
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CLOSEM  + OfficeRnD Integration
1.
  • OfficeRnD
    New contract is created in OfficeRnD Instant
  • OfficeRnD
    Member status updated in OfficeRnD Instant
  • OfficeRnD
    New membership is created in OfficeRnD Instant
  • OfficeRnD
    New member is created in OfficeRnD Instant
  • OfficeRnD
    New company is created in OfficeRnD Instant
  • OfficeRnD
    New booking is created in OfficeRnD Instant
  • OfficeRnD
    New invoice is created in OfficeRnD Instant
2.
  • CLOSEM
    Create contact in CLOSEM
  • CLOSEM
    Schedule appointment in CLOSEM
  • OfficeRnD
    Create member in OfficeRnD
  • OfficeRnD
    Search member in OfficeRnD
  • OfficeRnD
    Create opportunity in OfficeRnD
  • OfficeRnD
    Search location in OfficeRnD
  • OfficeRnD
    Create booking in OfficeRnD
  • OfficeRnD
    Create membership in OfficeRnD
  • OfficeRnD
    Create one-off fee in OfficeRnD
  • OfficeRnD
    Create company in OfficeRnD
  • OfficeRnD
    Search company in OfficeRnD
  • OfficeRnD
    Create event in OfficeRnD
  • OfficeRnD
    Update booking in OfficeRnD
  • OfficeRnD
    Create post in OfficeRnD
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