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Create Airtable tasks from new Close CRM opportunities

Create Airtable tasks from new Close CRM opportunities

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Apps used in template

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Every time there is a new Close CRM opportunity, it will be recorded into Airtable. Here is the table used in this scenario.

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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.

Flow Control
Array aggregator

Aggregator
Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Close CRM
Create a Contact

Creates a new contact.

Action
Close CRM
Create a Custom Activity

Creates a new custom activity.

Action
Close CRM
Create a Lead

Creates a new lead.

Action
Close CRM
Create a Note Activity

Creates a new note activity.

Action

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