Create new Birdeye customers when lead status changes in FLG
Easily streamline your sales pipeline by connecting the FLG app to the Birdeye app with this handy workflow. When a lead status is changed in FLG, this automation will seamlessly create a new customer in Birdeye, ensuring your contacts are always up-to-date between the two platforms. Save time and maintain accurate customer information with this simple yet effective integration.
Easily streamline your sales pipeline by connecting the FLG app to the Birdeye app with this handy workflow. When a lead status is changed in FLG, this automation will seamlessly create a new customer in Birdeye, ensuring your contacts are always up-to-date between the two platforms. Save time and maintain accurate customer information with this simple yet effective integration.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
New Refund
Triggers when a new refund is created in birdeye
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