Update subscription status in Close from new email communication
Update subscription status in Close from new email communication
Update your investment professionals' subscription status based on email communication. Track new emails in Close, find relevant contacts, and update their information to ensure accurate records and improved engagement.
Workflow preview:
Zap details:
Overview
Update your investment professionals' subscription status based on email communication. Track new emails in Close, find relevant contacts, and update their information to ensure accurate records and improved engagement.