Create new Keller Williams Command contacts or leads from new Acuity Scheduling appointments
Stay on top of your client management with this streamlined workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a contact or lead is created in Keller Williams Command. This efficient process enhances real estate prospecting by ensuring no potential client slips through the cracks, making it an excellent tool for professionals looking to simplify and improve client engagement.
Stay on top of your client management with this streamlined workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a contact or lead is created in Keller Williams Command. This efficient process enhances real estate prospecting by ensuring no potential client slips through the cracks, making it an excellent tool for professionals looking to simplify and improve client engagement.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Contact or Lead
Creates a new contact.
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