Send onboarding form to contact, update lead status in Close when webhook triggers
Send onboarding form to contact, update lead status in Close when webhook triggers
Send onboarding forms to your contacts and update their lead status in Close when a webhook is triggered. This ensures faster onboarding and improved lead management for your sales process.
Workflow preview:
Zap details:
Overview
Send onboarding forms to your contacts and update their lead status in Close when a webhook is triggered. This ensures faster onboarding and improved lead management for your sales process.