WebForms related to deals

Harri Honkala
Harri Honkala Member Posts: 37 VERIFIED MEMBER
Third Anniversary Photogenic First Comment 5 Up Votes
edited June 2023 in Ideas and Product Feedback #1

It would be create if it was possible to link WebForm to an existing deal.

Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.

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