🚀  Introducing Custom Activities: Connect the dots of EVERY lead and prospect interaction

Process Street CRM Integration

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Ensure your entire sales team follows a consistent sales process using Process Street. With this integration enabled, each contact added to Close will have a link that points to your checklists in Process Street. Once a checklist is filled for a specific contact, you can bring that checklist data back into Close.

Common use cases include sales qualification, client onboarding, and proposal and invoice generation.