Capture lead details from Keap, find or create lead in Close, update lead, and add notes

Manage your leads by capturing and updating their information in Close when they register for a webinar in Keap. This ensures all relevant details are recorded and notes are added for future reference, improving lead tracking.

Capture lead details from Keap, find or create lead in Close, update lead, and add notes

Workflow preview:

Zap details:

Overview

Manage your leads by capturing and updating their information in Close when they register for a webinar in Keap. This ensures all relevant details are recorded and notes are added for future reference, improving lead tracking.

Capture lead details from Keap, find or create lead in Close, update lead, and add notes