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15Hello,
I need help creating with what I believe will be a workflow.
When an opportunity is created, I want to pull in the reason that opportunity was created. My first goal is to be able to pull which campaign automation the lead was in when the opportunity was created, but if possible I would also like to see whether they visited the website, filled out a form, etc.
Is this possible? I do not want to pull in lead source, as all our leads come from an industry list. I want to know what specific marketing action (if any) caused these leads to convert.
Any help is much appreciated. Thanks!
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