Create tasks in AroFlo for new leads from Outgrow
Effortlessly manage your leads and tasks with this easy-to-use workflow. When a new lead is added in Outgrow, a task will be created in AroFlo, helping you stay organized and on top of your sales process. Save time and ensure a seamless transition from lead generation to task management with this automation.
Effortlessly manage your leads and tasks with this easy-to-use workflow. When a new lead is added in Outgrow, a task will be created in AroFlo, helping you stay organized and on top of your sales process. Save time and ensure a seamless transition from lead generation to task management with this automation.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Task
Create a new Task in AroFlo.
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Calculator / QuizRequired
Try ItUpdated since Date/TimeRequired
Try ItUpdated since Date/TimeRequired
Try ItTask IDRequired
NoteRequired
Visibility
Sticky Note?
Calculator / QuizRequired
SegmentRequired
Try ItUpdated since Date/TimeRequired
Try ItTimesheet Type
Date Time Start
Try ItClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired