📽️CRM - Updating Lead Fields with Custom Object

In this video, we will set up an automation that triggers when the opportunity receives the status "Won".

The proposal is to automatically update lead fields with information that is in a custom object, using the tokens of that data. This automation is useful to ensure the team has complete and up-to-date information right after the sale closes.

Check out the tutorial below:

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Last updated 10 months ago

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