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Allow the creation of different contact record types in Salesforce
May 17, 2021
We have more than one record type used for contacts in Salesforce. Currently we have create from Leadjet, go into Salesforce and then manually change the record type. It would be great to be able to choose the contact record type when we create the record from Salesforce.
Comments
Additionally, in Salesforce, Record Types can limit options in certain fields - if Leadjet could filter picklists based on these limits that'd be very helpful.