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ClaytonHM
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Member since ‎Jul 7, 2020
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Clayton M

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ClaytonHM on July 06, 2020
Hi there, New to Hubspot - looking for a way to create a form which our sales/account managers can complete to capture key information about customers. For basic example, after a sale, we may perform an "integration" call where we need to capture t read more
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Contributor | Partner
June 23, 2022
You can use playbooks to solve this but playbooks are a bit clunky.
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