17hats + Mobilo Card
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.
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 Contact
Creates a new contact.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew 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 ItUpdated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
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
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItNew Contact
Triggers when a new contact is created.
Try ItIs 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
NameRequired
Company Name
Email
Phone Number
