Create new leads in assignX from new lead triggers in Listings To Leads
Boost your efficiency in managing potential customers with this workflow. When a new lead emerges in Listings To Leads, the details are instantaneously passed to assignX, generating a new lead entry. This seamless exchange saves you time and keeps your customer information organized so you can focus more on sales communication. It's a straightforward solution to effortlessly manage and grow your prospect base.
Boost your efficiency in managing potential customers with this workflow. When a new lead emerges in Listings To Leads, the details are instantaneously passed to assignX, generating a new lead entry. This seamless exchange saves you time and keeps your customer information organized so you can focus more on sales communication. It's a straightforward solution to effortlessly manage and grow your prospect base.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create New Lead
Creates a new lead in the system.
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New Lead
Triggers when a new lead is created.
Try ItSmartsheets ListRequired
Full NameRequired
PhoneRequired
PipelineRequired
Agent(s)Required
Smartsheet ListRequired
PipelineRequired
Stage(s)Required
Try ItSmartsheets ListRequired
Pipeline
Stage
First Name
Last Name
Phone NumberRequired
Email
Address
Notes
Tag
Appointment Date And Time

