Send welcome email for new leads, wait, find existing task, and update task with new information

Send a welcome email to your leads using Close, then wait briefly before checking for any existing tasks related to them. Update those tasks with new information to ensure better follow-up and engagement.

Send welcome email for new leads, wait, find existing task, and update task with new information

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Overview

Send a welcome email to your leads using Close, then wait briefly before checking for any existing tasks related to them. Update those tasks with new information to ensure better follow-up and engagement.

Send welcome email for new leads, wait, find existing task, and update task with new information