Create new lead in Salesforce from Acuity Scheduling appointment, format contact info, and record first email
Create new lead in Salesforce from Acuity Scheduling appointment, format contact info, and record first email
Create new lead records in Salesforce for clients who schedule phone meetings via Acuity Scheduling. Ensure their contact information is correctly formatted and only the first email is recorded for clearer engagement.
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Overview
Create new lead records in Salesforce for clients who schedule phone meetings via Acuity Scheduling. Ensure their contact information is correctly formatted and only the first email is recorded for clearer engagement.