Create new Boulevard clients from new Popl leads for any team member
When new leads appear in Popl, this system promptly creates an equivalent client profile in Boulevard. This immediacy simplifies the onboarding process and ensures no opportunity slips. It results in a significant increase in lead-to-client conversion, enhancing overall productivity and facilitating streamlined client management.
When new leads appear in Popl, this system promptly creates an equivalent client profile in Boulevard. This immediacy simplifies the onboarding process and ensures no opportunity slips. It results in a significant increase in lead-to-client conversion, enhancing overall productivity and facilitating streamlined client management.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Client
Creates a new client.
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