Close + PEP Cloud
Create or update PEP Cloud clients from new Close leads
Effortlessly manage your new leads from Close by automatically updating them in the PEP Cloud app. With this workflow, every time you receive a new lead in Close, it will instantly create or update the client details in PEP Cloud. Save time and streamline your sales process by keeping your client database up-to-date without manual data entry.
Effortlessly manage your new leads from Close by automatically updating them in the PEP Cloud app. With this workflow, every time you receive a new lead in Close, it will instantly create or update the client details in PEP Cloud. Save time and streamline your sales process by keeping your client database up-to-date without manual data entry.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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