Track and update lead information in Close and ActiveCampaign from involve.me submissions

Manage lead information by tracking new submissions from involve.me, updating leads in Close, and creating or updating contacts in ActiveCampaign for precise follow-up on potential financial services.

Track and update lead information in Close and ActiveCampaign from involve.me submissions

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Overview

Manage lead information by tracking new submissions from involve.me, updating leads in Close, and creating or updating contacts in ActiveCampaign for precise follow-up on potential financial services.

Track and update lead information in Close and ActiveCampaign from involve.me submissions