1.Detect opportunity status change
Integrate Close and CRM workflows to watch for opportunity status moves into the configured nurturing stage.
When opportunity status changes go unpropagated, leads fall out of sync and nurture campaigns lose targeting accuracy. This automation detects the status move and finds the linked lead and updates the lead to the configured nurturing status—so your team can follow up at the right time.
Integrate Close and CRM workflows to watch for opportunity status moves into the configured nurturing stage.
Integrate Close and lead databases to find the related lead using the linked opportunity reference or primary contact email.
Integrate Close and marketing fields to update the lead status to the configured nurturing status and add an audit note.
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