Create new Booqable customers from new M1 leads
Streamline your customer management process with this efficient workflow. When a new lead emerges in M1, this will prompt the creation of a new customer in your Booqable system. No more manual entry or lost leads - just a simple, seamless flow of information that keeps your business organized and your customers satisfied.
Streamline your customer management process with this efficient workflow. When a new lead emerges in M1, this will prompt the creation of a new customer in your Booqable system. No more manual entry or lost leads - just a simple, seamless flow of information that keeps your business organized and your customers satisfied.
- When this happens...Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
- automatically do this!Create Customer
Create a new customer.
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