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Threads and leads automation

Question asked by Joshua Janssen on Feb 8, 2019

Hi, I'm wanting to integrate leads into the threads that we use.

I have a case that kicks off a thread on creation. Completion of a task in that thread creates a lead; however the lead that the thread creates is not linked to the case. Is there a way to make the lead adopt the case linked to the thread that created it?

A similar question, when a thread kicks off another thread, can I make the new thread adopt the case that the initial thread is linked to?

Thanks in advance.

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