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Update lead opportunities and create notes in Close from Instantly events

Track engagement events in Instantly to find or create leads in Close, then create opportunities and notes. This ensures timely follow-ups and thorough documentation, enhancing your lead management process.

Update lead opportunities and create notes in Close from Instantly events

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Overview

Track engagement events in Instantly to find or create leads in Close, then create opportunities and notes. This ensures timely follow-ups and thorough documentation, enhancing your lead management process.

Update lead opportunities and create notes in Close from Instantly events