Create ticket notes in ConnectWise Manage for new leads in Marketo
Effortlessly manage new leads from Marketo by adding them as ticket notes in ConnectWise Manage. With this workflow, whenever a new lead is added to Marketo, the lead information will be automatically captured and added as a ticket note in ConnectWise Manage. You'll save time and keep your sales team updated on potential customers without any manual intervention.
Effortlessly manage new leads from Marketo by adding them as ticket notes in ConnectWise Manage. With this workflow, whenever a new lead is added to Marketo, the lead information will be automatically captured and added as a ticket note in ConnectWise Manage. You'll save time and keep your sales team updated on potential customers without any manual intervention.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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