Capture new form submissions from FormKeep, find or create leads in Close, and create notes
Capture new form submissions from FormKeep, find or create leads in Close, and create notes
Capture new form submissions from FormKeep, create or update leads in Close, and add notes for each lead. Ensure all relevant property information is documented for follow-up, enhancing your lead management process.
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Overview
Capture new form submissions from FormKeep, create or update leads in Close, and add notes for each lead. Ensure all relevant property information is documented for follow-up, enhancing your lead management process.