Close CRM → AgencyHandy Onboarding | Auto-Create Clients on Deal Close

Описание: The moment a deal closes in Close CRM, your project management system should already know about it. Instead, someone manually creates the AgencyHandy client record, adds the tasks, and hopes they got the details right.

This Make.com workflow handles it automatically: Close CRM status change → AgencyHandy client created, tasks synced, next steps set. Your delivery team gets everything they need before the ink is dry.

⚙️ Tools: Make.com, Close CRM, AgencyHandy
👤 Built for: Digital agencies, freelancers, service businesses
💡 Use case: Client onboarding automation, agency workflow automation

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🔗 See this automation in the 1AltX catalog: https://1altx.com
📩 Hire Richard on Upwork: https://www.upwork.com/freelancers/1altx
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1AltX builds done-for-you automation systems for small businesses — CRM integrations, AI workflows, and data pipelines. Based in Houston, TX.