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 (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItAppointment Completed
Triggers when an appointment is completed.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
Try It