AgentFire + Compass
AgentFire + Compass
Create new leads in Compass from new leads in AgentFire
Boost your efficiency in managing new leads with this integration! Once set up, every time a fresh lead comes in on AgentFire, the system creates a new lead simultaneously in your Compass app. This workflow ensures you're spending less time on manual data transfer and more time on converting potential customers. Enjoy a seamless lead management experience underpinned by this convenient interaction between AgentFire and Compass.
- When this happens...New LeadTriggers when a new lead is captured in the Lead Manager.
- automatically do this!Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with AgentFire and Compass
Discover other triggers and actions you can use with AgentFire and Compass
- Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItTriggerInstant - Page View
Triggers when a page view event is recorded in the Lead Manager.
Try ItTriggerInstant - Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
ActionWrite
- Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItTriggerInstant - Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItTriggerInstant - Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItTriggerInstant - Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
ActionWrite
