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Match fields + preview mode for smartdocs

Gio avatar
Written by Gio
Updated over 8 months ago

When you send a Smartdoc to a client, you may want to update your Hubflo CRM with the information you collect.

Now, you can easily match your Smartdoc fields to your contact or company records.

This way, when a client fills in details like their last name or address in the Smartdoc, the corresponding fields in Hubflo are automatically updated!

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