Assign leads to users based on Gmail labeled emails, find Insightly records, and update them
Assign leads to users based on Gmail labeled emails, find Insightly records, and update them
Assign leads to the right user by tracking labeled emails in Gmail, finding existing records in Insightly, and updating them accordingly. This ensures faster lead management and improved response times.
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Overview
Assign leads to the right user by tracking labeled emails in Gmail, finding existing records in Insightly, and updating them accordingly. This ensures faster lead management and improved response times.