Agencyjoy
Add activities for new Agencyjoy leads
When a new lead is added to Agencyjoy, you can automatically set sales activities with this template.
When a new lead is added to Agencyjoy, you can automatically set sales activities with this template.
- When this happens...New Lead Is Added
Triggers when a new Lead is added in Agencyjoy.
- automatically do this!Add a New Activity (Task, Call, Meeting)
Creates a new activity on your Agencyjoy Calendar.
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WorkspaceRequired
StageRequired
Try ItIn which workspace you need to add the Lead?Required
Try ItWorkspaceRequired
Try ItChoose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
Ends AtRequired
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
In which workspace you need to add the customer?Required
Try ItWorkspaceRequired
Try ItChoose workspaceRequired
Lead email (optional)
Lead Id (optional)
Agencyjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's title or designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Clientjoy Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
About Agencyjoy
Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.