Capture email data, find or create lead in Salesforce, and store attachments
Capture email data, find or create lead in Salesforce, and store attachments
Capture email data from Gmail to create or update lead records in Salesforce, ensuring all signed enrollment agreements are stored as attachments for easy access, resulting in faster processing and improved organization.
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Overview
Capture email data from Gmail to create or update lead records in Salesforce, ensuring all signed enrollment agreements are stored as attachments for easy access, resulting in faster processing and improved organization.