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Create client portal for new leads in Close, send information via Webhooks, and update lead status

Create client portal for new leads in Close, send information via Webhooks, and update lead status

Create client portals for new leads in Close when they reach a specific status. Send relevant client information and update the lead with the portal link for faster onboarding and improved client engagement.

Create client portal for new leads in Close, send information via Webhooks, and update lead status

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Overview

Create client portals for new leads in Close when they reach a specific status. Send relevant client information and update the lead with the portal link for faster onboarding and improved client engagement.

Create client portal for new leads in Close, send information via Webhooks, and update lead status