AgencyZoom + Parseur
Process new Parseur documents and create personal leads in AgencyZoom
With this workflow, every time a new document is processed in Parseur, a personal lead is instantly created in AgencyZoom. This efficient automation helps eliminate the tedious work of manual data entries, streamlining your lead management process. Ideal for agencies who want to focus on priority tasks while ensuring every potential customer is promptly catered to.
With this workflow, every time a new document is processed in Parseur, a personal lead is instantly created in AgencyZoom. This efficient automation helps eliminate the tedious work of manual data entries, streamlining your lead management process. Ideal for agencies who want to focus on priority tasks while ensuring every potential customer is promptly catered to.
- When this happens...New Document Processed
Triggers when a new document is successfully parsed. Tables, if present, are flattened.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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