Create leads in Clarity CRM for new BizConnect contacts
Effortlessly streamline your lead management process with this workflow. When you add a new contact in BizConnect, it will immediately create a lead in Clarity CRM. Save time and reduce manual data entry, letting you focus on nurturing relationships and closing deals more efficiently.
Effortlessly streamline your lead management process with this workflow. When you add a new contact in BizConnect, it will immediately create a lead in Clarity CRM. Save time and reduce manual data entry, letting you focus on nurturing relationships and closing deals more efficiently.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead in Claritysoft CRM.
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New Contact
Triggers when a new contact is created.
Try ItNew Lead Created
Triggers when a new lead is created in Claritysoft CRM.
Try ItNew Lead Edited
Triggers when a lead is edited in Claritysoft CRM.
Try ItSearch By
Search Value
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
New Lead Deleted
Triggers when a lead is deleted in Claritysoft CRM.
Try ItCreate Lead
Creates a new lead in Claritysoft CRM.
Search ByRequired
Search ValueRequired