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