Create new contact in Google Contacts from new deal in Salestrekker, and format client information
Create new contact in Google Contacts from new deal in Salestrekker, and format client information
Create new contacts in Google Contacts whenever a new deal is initiated in Salestrekker. Ensure all relevant client information is accurately formatted and stored, leading to faster onboarding and improved client management.
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Overview
Create new contacts in Google Contacts whenever a new deal is initiated in Salestrekker. Ensure all relevant client information is accurately formatted and stored, leading to faster onboarding and improved client management.