Create new noCRM.io leads from new quotes in Bind ERP
New quotes in Bind ERP can swiftly turn into potential business opportunities with this workflow. When a new quote is generated in Bind ERP, it immediatelly takes that information to create a lead in noCRM.io. It ensures that no potential customer is overlooked, optimizes lead management, and enhances your upcoming sales potential. Use this automation to streamline your sales process and keep track of all potential leads in one place.
New quotes in Bind ERP can swiftly turn into potential business opportunities with this workflow. When a new quote is generated in Bind ERP, it immediatelly takes that information to create a lead in noCRM.io. It ensures that no potential customer is overlooked, optimizes lead management, and enhances your upcoming sales potential. Use this automation to streamline your sales process and keep track of all potential leads in one place.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Lead
Creates a new lead.
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New Invoice
Triggers when a new Invoice is created.
Try ItNew Activity
Triggers when a new activity is scheduled on the calendar.
Try ItNew Quote
Triggers when a new quote is created.
Try ItTitleRequired
CommentRequired
Start DateRequired
End DateRequired
Event TypeRequired
Is PublicRequired
Is RepeatableRequired
Repetitions
Repeat Interval
Repeat Interval Length