Manage new Streak stages by creating customers in Birdeye
Enhance your process with this efficient workflow. As soon as there's a stage adjustment in your Streak pipeline, a new customer entry is promptly created in Birdeye. This ensures no potential opportunity is missed out and your records stay consistent. Focus less on manual input and more on boosting customer engagement with this seamless automation.
Enhance your process with this efficient workflow. As soon as there's a stage adjustment in your Streak pipeline, a new customer entry is promptly created in Birdeye. This ensures no potential opportunity is missed out and your records stay consistent. Focus less on manual input and more on boosting customer engagement with this seamless automation.
- When this happens...Box Change Stage
Triggers when a box changes Stage.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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