Manage participant information in Close and Circle when tagged in Keap
Manage participant information in Close and Circle when tagged in Keap
Tag your contacts in Keap to manage participant information for events. Find and update leads in Close, then add them to a Circle space, ensuring accurate records and improved engagement for your events.
Workflow preview:
Zap details:
Overview
Tag your contacts in Keap to manage participant information for events. Find and update leads in Close, then add them to a Circle space, ensuring accurate records and improved engagement for your events.