Capture lead details, update lead status, and create notes in Close from Calendly invitee
Capture lead details, update lead status, and create notes in Close from Calendly invitee
Update lead information when a meeting is scheduled in Calendly. Find and refresh lead details in Close, ensuring all relevant information is documented for better tracking and engagement.
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Overview
Update lead information when a meeting is scheduled in Calendly. Find and refresh lead details in Close, ensuring all relevant information is documented for better tracking and engagement.