Create Airtable tasks from new Close CRM opportunities

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Apps used in template

About

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.

Array aggregator

Aggregator

Create a Contact

Creates a new contact.

Action

Create a Custom Activity

Creates a new custom activity.

Action

Create a Lead

Creates a new lead.

Action

Create a Note Activity

Creates a new note activity.

Action

Create a Record

Creates a new record in Airtable.

Action

Create a Smart View

Creates a new smart view.

Action

Create a Task

Creates a new task.

Action

Create an Email Activity

Creates a new email activity.

Action

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