Register new clients in ActiveCampaign and create registrations in Plecto when opportunities are won in Close
Register new clients in ActiveCampaign and create registrations in Plecto when opportunities are won in Close
Register new clients for coaching services when they are marked as won opportunities in Close. Capture relevant client details with ActiveCampaign and create a new registration in Plecto for faster onboarding and improved client management.
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Overview
Register new clients for coaching services when they are marked as won opportunities in Close. Capture relevant client details with ActiveCampaign and create a new registration in Plecto for faster onboarding and improved client management.