Create project in Motion, send custom request, and update Salesforce records when opportunity reaches appointment stage
Create project in Motion, send custom request, and update Salesforce records when opportunity reaches appointment stage
Create projects in Motion and update Salesforce records when an opportunity reaches the appointment stage. This boosts your team's efficiency and ensures all relevant data is current for better project management.
Zap details:
Overview
Create projects in Motion and update Salesforce records when an opportunity reaches the appointment stage. This boosts your team's efficiency and ensures all relevant data is current for better project management.