Update lead opportunities and create notes in Close from Instantly events
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.
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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.