Notify when lead onboarding is complete, update lead, and create trial task in ClickUp

Update your leads in Close when their onboarding status changes to complete, and create a task in ClickUp for their trial period. This ensures timely follow-ups and enhances your onboarding process.

Notify when lead onboarding is complete, update lead, and create trial task in ClickUp

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Overview

Update your leads in Close when their onboarding status changes to complete, and create a task in ClickUp for their trial period. This ensures timely follow-ups and enhances your onboarding process.

Notify when lead onboarding is complete, update lead, and create trial task in ClickUp