How to connect Aero Workflow + AeroLeads
Zapier lets you send info between Aero Workflow and AeroLeads automatically—no code required.
Trigger for Company dynamic dropdown.
Creates a new Aero Appointment.
- Get Company NamesTrigger for Company dynamic dropdown.Trigger
- Create AppointmentCreates a new Aero Appointment.Action
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create Email AeroCreates a new Aero Email.Action
- Create Note AeroCreates a new Aero Other.Action
- Create TaskCreates a new Aero Task.Action
- Create Vault EntryCreates a new Vault Entry for specific company.Action
- Aero Workflow
Finds an existing company.
Triggers when a new prospect is added.
- Step 1: Authenticate Aero Workflow + AeroLeads.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.