Track new customer signups in Close, find lead, find contacts, and create custom activity
Track new customer signups in Close, find lead, find contacts, and create custom activity
Track new customer signups from Stripe by creating a custom activity in Close. Capture and organize all relevant customer information for better lead management and improved onboarding efficiency.
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Overview
Track new customer signups from Stripe by creating a custom activity in Close. Capture and organize all relevant customer information for better lead management and improved onboarding efficiency.