Create new project in ArcSite with customer and opportunity details from LeadConnector
Create new project in ArcSite with customer and opportunity details from LeadConnector
Create new projects in ArcSite when the pipeline stage of an opportunity in LeadConnector changes. This ensures relevant customer and opportunity details are captured, leading to faster project initiation and improved team alignment.
Zap details:
Overview
Create new projects in ArcSite when the pipeline stage of an opportunity in LeadConnector changes. This ensures relevant customer and opportunity details are captured, leading to faster project initiation and improved team alignment.