AnswerForce + FieldPulse
Create new FieldPulse leads from new AnswerForce messages
Keep your lead management streamlined and efficient with this workflow. Whenever a new message is received in AnswerForce, this automation will instantly create a lead in FieldPulse. This means you can immediately follow up on business opportunities without the hassle of manual data entry. Stay organized and responsive, ensuring no potential client falls through the cracks.
Keep your lead management streamlined and efficient with this workflow. Whenever a new message is received in AnswerForce, this automation will instantly create a lead in FieldPulse. This means you can immediately follow up on business opportunities without the hassle of manual data entry. Stay organized and responsive, ensuring no potential client falls through the cracks.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a new lead.
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New Message
Triggers when a new message is taken.
Try ItLast Created Contact
Trigger when a new contact is added.
Try ItCustomer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
New Customer
Trigger when a new customer is added.
Try ItLast Updated Contact
Trigger when a contact is updated.
Try ItJob Id
FileRequired
FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes