Create or update Airtable records each time new leads are created in SweepBright
Keep your customer data up-to-date effortlessly with this SweepBright to Airtable workflow. When new lead information is entered into SweepBright, the data is instantly updated or added to your Airtable records. This automation adds efficiency to your process allowing you to spend more time focusing on closing deals and less time on manual data entry.
Keep your customer data up-to-date effortlessly with this SweepBright to Airtable workflow. When new lead information is entered into SweepBright, the data is instantly updated or added to your Airtable records. This automation adds efficiency to your process allowing you to spend more time focusing on closing deals and less time on manual data entry.
- When this happens...Lead Created
Triggers when a new lead is created.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItVisit Canceled
Triggers when a visit has been canceled.
Try It





