Merge documents into PDF and update contact in LeadConnector when opportunity status changes
Merge documents into PDF and update contact in LeadConnector when opportunity status changes
Merge documents into a single PDF when an opportunity's pipeline stage changes in LeadConnector. Update the contact with the new PDF for clearer reporting and improved engagement.
Zap details:
Overview
Merge documents into a single PDF when an opportunity's pipeline stage changes in LeadConnector. Update the contact with the new PDF for clearer reporting and improved engagement.