Trigger custom activity in Close, create note, and update lead
Trigger custom activity in Close, create note, and update lead
Ensure all required fields for lead opportunities and contacts are completed by triggering a published custom activity in Close, creating a note, and updating the lead for clearer reporting and faster onboarding.
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Overview
Ensure all required fields for lead opportunities and contacts are completed by triggering a published custom activity in Close, creating a note, and updating the lead for clearer reporting and faster onboarding.