Capture client info from webhooks, find contacts in Close, create notes, and notify team in Slack
Capture client info from webhooks, find contacts in Close, create notes, and notify team in Slack
Capture client information from webhooks, find existing contacts in Close, create detailed notes, and notify your team in Slack. This process improves organization and communication, leading to faster client onboarding and better team collaboration.
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Overview
Capture client information from webhooks, find existing contacts in Close, create detailed notes, and notify your team in Slack. This process improves organization and communication, leading to faster client onboarding and better team collaboration.