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Create project in Filevine when opportunity is won in LeadConnector, and find or create contact

Create projects in Filevine when a sales opportunity in LeadConnector is marked as won, ensuring client information is captured and organized efficiently for faster onboarding and improved project management.

Create project in Filevine when opportunity is won in LeadConnector, and find or create contact

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Overview

Create projects in Filevine when a sales opportunity in LeadConnector is marked as won, ensuring client information is captured and organized efficiently for faster onboarding and improved project management.

Create project in Filevine when opportunity is won in LeadConnector, and find or create contact