Update leads in Close when new opportunities in status arise
Keep track of new opportunities in the Close app with this seamless workflow. Once a new opportunity reaches a specific status in Close, this automation updates a corresponding lead with the given information. Eliminating manual data entry, this workflow makes it easier to manage project status updates while ensuring all information is updated across your team. A perfect solution for staying organized and increasing efficiency in your sales pipeline.
Keep track of new opportunities in the Close app with this seamless workflow. Once a new opportunity reaches a specific status in Close, this automation updates a corresponding lead with the given information. Eliminating manual data entry, this workflow makes it easier to manage project status updates while ensuring all information is updated across your team. A perfect solution for staying organized and increasing efficiency in your sales pipeline.
- When this happens...New Opportunity in Status
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
- automatically do this!Update Lead
Updates an existing Lead.
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