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BenchmarkONE + Outgrow

Create notes in BenchmarkONE for new Outgrow leads

Effortlessly manage and organize your new leads from Outgrow with this automation. When a new lead is captured in Outgrow, this workflow instantly adds a note in the BenchmarkONE app, ensuring you always have access to valuable information about your potential customers. Streamline your lead capturing process and stay on top of nurturing those connections for better conversion rates.

Effortlessly manage and organize your new leads from Outgrow with this automation. When a new lead is captured in Outgrow, this workflow instantly adds a note in the BenchmarkONE app, ensuring you always have access to valuable information about your potential customers. Streamline your lead capturing process and stay on top of nurturing those connections for better conversion rates.

  1. When this happens...
    OutgrowOutgrow
    New Lead

    Triggers when a new lead is created. Works on all Outgrow plans.

    TriggerScheduled
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Add Note

    Adds a note to contact. If contact does not exist, this action creates contact and adds the note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calculator / QuizRequired

    Trigger
    Scheduled
    Try It
    • Webhook NameRequired

    Trigger
    Instant
    Try It
    • Note SubjectRequired

    • Note BodyRequired

    • Contact's Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Created At

    • Copy To Company

    • Update Last Contacted Date?

    Action
    Write
    • Calculator / QuizRequired

    • SegmentRequired

    Trigger
    Scheduled
    Try It
    • TagRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    Action
    Write
    • Update Existing ContactRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Title

    • Company

    • Temperature

    • Phone Number

    • Phone Number Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    • Address Type

    • Social Media URL

    • Social Media Type

    • Instant Message Username

    • Instant Message Type

    • Website URL

    • Source

    • Tag to Add

    Action
    Write
benchmarkone logo
benchmarkone logo

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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outgrow logo
outgrow logo

About Outgrow

Outgrow allows you to easily build interactive content like quizzes, calculators, polls, surveys/forms, assessments, chatbots, contests.

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