Tag active clients in Ontraport, find or create leads in Close, update leads, and create custom activities
Tag active clients in Ontraport, find or create leads in Close, update leads, and create custom activities
Tag your active clients in Ontraport to manage onboarding, then find or create leads in Close, update their information, and create custom activities for richer engagement and clearer reporting.
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Overview
Tag your active clients in Ontraport to manage onboarding, then find or create leads in Close, update their information, and create custom activities for richer engagement and clearer reporting.