Update lead status and opportunity when task is completed in Close

Update your leads and opportunities in Close when a new task is marked complete. This keeps your sales pipeline current, ensuring faster onboarding and clearer communication with your team.

Update lead status and opportunity when task is completed in Close

Workflow preview:

Zap details:

Overview

Update your leads and opportunities in Close when a new task is marked complete. This keeps your sales pipeline current, ensuring faster onboarding and clearer communication with your team.

Update lead status and opportunity when task is completed in Close