Create new lead and contact in Close from Calendly invitee
Create new lead and contact in Close from Calendly invitee
Capture new leads and contacts in Close when potential clients schedule events in Calendly. Ensure all relevant information is organized for faster onboarding and improved client engagement.
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Overview
Capture new leads and contacts in Close when potential clients schedule events in Calendly. Ensure all relevant information is organized for faster onboarding and improved client engagement.