Standard Use-Cases and Custom Use-Cases

Compass takes care of many Standard Use-Cases for your convenience and compatibility of our system with Close CRM such as:

  1. New user creation from Close

  2. Data fetch & real-time sync

  3. Data Transformation

  4. Join creation

  5. Variable creation

  6. Program creation

For Custom Use-Cases apart from these, you can easily create them inside the Compass portal after connecting Close with Compass.

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