Capture Management Requests: Create Leads in Salesforce and Notify Teams via Office 365 Email
Capture Management Requests: Create Leads in Salesforce and Notify Teams via Office 365 Email
This Zap streamlines your management and planning request process by capturing submissions from your Squarespace web form. It creates a new lead in Salesforce, ensuring no opportunity is missed, and sends confirmation emails to clients and team members, enhancing communication and efficiency.
Zap details: