Capture visitor email and document name in Salesflare from DocSend visits
Capture visitor email and document name in Salesflare from DocSend visits
Capture visitor insights by creating an internal note in Salesflare when a new document visit occurs in DocSend. Record the visitor's email and document name for better reference and improved follow-up.
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Overview
Capture visitor insights by creating an internal note in Salesflare when a new document visit occurs in DocSend. Record the visitor's email and document name for better reference and improved follow-up.