Transfer notes from Salesforce to Spotio, and update lead in Salesforce

Sync notes from Spotio to Salesforce when a new lead is created. Ensure relevant information is consistently updated and accessible, leading to faster onboarding and improved lead management.

Transfer notes from Salesforce to Spotio, and update lead in Salesforce

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Overview

Sync notes from Spotio to Salesforce when a new lead is created. Ensure relevant information is consistently updated and accessible, leading to faster onboarding and improved lead management.

Transfer notes from Salesforce to Spotio, and update lead in Salesforce