Create Manifestly checklist runs from new Close leads
When this happensStep 1: New Lead in Search Query / Smart View
Then do thisStep 2: Run Checklist
Want to make sure you follow the same process and in a timely manner for every new lead your organization has? After you turn on this Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are always according to the procedure that you define.
Note: You'll need to first create a Manifestly checklist you wish to run for this integration.
How this Close-Manifestly integration works
- A new lead is created in Close
- Zapier automatically launches a checklist in Manifestly