Capture trial requests from Formstack, find leads in Close, create activities and tasks

Capture trial requests from Formstack submissions, check for existing leads in Close, and create custom activities and tasks to ensure timely follow-up, resulting in faster onboarding and improved lead management.

Capture trial requests from Formstack, find leads in Close, create activities and tasks

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Overview

Capture trial requests from Formstack submissions, check for existing leads in Close, and create custom activities and tasks to ensure timely follow-up, resulting in faster onboarding and improved lead management.

Capture trial requests from Formstack, find leads in Close, create activities and tasks