Create contacts in 17hats for new leads in your Mobilo Card account
Streamline your lead management process with this workflow. When you get a new lead in Mobilo Card, it creates a corresponding contact in 17hats, ensuring that no lead slips through the cracks. This integration lets you focus more on building client relationships rather than time-consuming manual data entry. Mobilize your 17hats contact management with every new lead from Mobilo Card today.
- When this happens...New Lead (For Your Account)Triggers when a new lead has been created for your own account.
- automatically do this!Create ContactCreates a new contact.
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More things you can do with Mobilo Card and 17hats
Discover other triggers and actions you can use with Mobilo Card and 17hats
- New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItTriggerPolling - New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItTriggerPolling - Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - ContactRequired
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite
- New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch




