Add notes to Livespace persons with new TL;DV meetings
This Zap transfers TL;DV meeting notes automatically into Livespace as CRM notes. It eliminates manual copy-paste and keeps meeting insights linked to the right contact. Your CRM stays up to date effortlessly after every meeting.
This Zap transfers TL;DV meeting notes automatically into Livespace as CRM notes. It eliminates manual copy-paste and keeps meeting insights linked to the right contact. Your CRM stays up to date effortlessly after every meeting.
- When this happens...Recording Added
Triggers when a new recording is created.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Add Person Note
Adds a note to existing person.
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