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Salesforce Opportunity automatically populates an intake form within Smartsheet

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08/08/23 in Smartsheet Product Feedback & Ideas

It would be helpful for our team if when an Opportunity is created in Salesforce if that would automatically generate a completed intake form within Smartsheet.

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Idea Submitted · Last Updated 08/08/23

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Salesforce Opportunity automatically populates an intake form within Smartsheet

Idea Submitted · Last Updated 08/08/23

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