Create customer in Close from published activity, run code, send data, and update lead
Create customer in Close from published activity, run code, send data, and update lead
Create customers in Close based on published activities from your system. Update leads with relevant tax options and information for faster onboarding and improved data accuracy.
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Overview
Create customers in Close based on published activities from your system. Update leads with relevant tax options and information for faster onboarding and improved data accuracy.