Add CINC notes for new Verse lead activities
When this happensStep 1: New Lead Activity
Then do thisStep 2: Add Note
When using a service like Verse, you can update communication notes in CINC seamlessly with this automation instead of having to copy and paste manually. Once Verse adds activity to a lead, if the email in Verse matches the lead in CINC, that information can be pushed over and displayed on their profile. That way, your systems with be up-to-date with no extra effort on your part.