Trigger an update to lead and create new opportunity in Close

Update your leads and create new opportunities in Close when a Custom Activity is published. Set specific criteria to ensure relevant updates, enhancing your sales process and improving lead management.

Trigger an update to lead and create new opportunity in Close

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Overview

Update your leads and create new opportunities in Close when a Custom Activity is published. Set specific criteria to ensure relevant updates, enhancing your sales process and improving lead management.

Trigger an update to lead and create new opportunity in Close