Add notes in Agile CRM whenever new leads are added to a sequence in Kartra
Streamline your lead management process by instantly adding notes in Agile CRM when a new lead is added to a sequence in Kartra. This workflow ensures nothing slips through the cracks when nurturing leads, saving you time and increasing workflow efficiency. Ideal for sales or marketing teams who want to stay organized and updated in real-time as they work through their lead sequences.
Streamline your lead management process by instantly adding notes in Agile CRM when a new lead is added to a sequence in Kartra. This workflow ensures nothing slips through the cracks when nurturing leads, saving you time and increasing workflow efficiency. Ideal for sales or marketing teams who want to stay organized and updated in real-time as they work through their lead sequences.
- When this happens...Lead Is Added to Sequence
Triggers when a lead is added to a sequence.
- automatically do this!Add Note
Add a Note to the Contact.
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