Get an interactive tour of BookIt for Forms — no demo needed!

See BookIt for Forms
Video

Updating Related Records

Embed Video Preview

Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData’s Update Record Node.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.