This checklist is designed to integrate with Salesforce; by setting up an automation with Zapier or Webhooks, you can have this checklist auto-generate whenever a record is created in Salesforce.
For example, you could have this checklist generate whenever a record for a new trial sign-up is created in Salesforce.
This checklist will help you:
- Check the formatting of the lead’s info is correct;
- Verify some of the data around the quality of the lead;
- Send the updated information back to Salesforce assigned to a salesperson.