Create new AgencyZoom leads from new Square appointments
Keep your sales process streamlined and efficient with this automation. When a new appointment is booked in Square, it immediately creates a personal lead in AgencyZoom. This workflow ensures you never miss following up on a potential client, saving you time and improving your lead management process.
Keep your sales process streamlined and efficient with this automation. When a new appointment is booked in Square, it immediately creates a personal lead in AgencyZoom. This workflow ensures you never miss following up on a potential client, saving you time and improving your lead management process.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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