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CRM Customization

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hello there,

can you automation on [url removed, login to view]

i currently use this database for client's contact information there are sets of forms that i mail to my clients each time an account is created for them

at this time i would add their contact information manually on the forms

I am wondering if you can make this automated where the contact information would be pulled from salesforce iQ and added to the documents.

Note: Only bid if you can do this.

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