Passing Form Comments to DealsSOLVE
Dec 17, 2019 1:28 PM
Has anyone had success taking passing information from a Comment box (i.e. form field) into a property on a deal record?
We are integrated with Salesforce and often the information that someone enters into the Comment portion of our web form is the part that the sales rep needs to know in order to follow up with the lead. Has anyone had success with a workflow or process that automatically pulls the information that is in a form field and populating it on a Deal record for Sales to see?
Solved! Go to Solution.