Track first session start dates, find leads and opportunities, and create records in Airtable
Track first session start dates, find leads and opportunities, and create records in Airtable
Track your first session start dates by capturing custom activity data in Close, finding related leads and opportunities, and creating a new record in Airtable for clearer reporting and improved follow-up.
Zap details:
Overview
Track your first session start dates by capturing custom activity data in Close, finding related leads and opportunities, and creating a new record in Airtable for clearer reporting and improved follow-up.