BrokerEngine + Outgrow
Create BrokerEngine cards for new Outgrow leads
Stay on top of your new leads from Outgrow and efficiently manage them in BrokerEngine with this automation. Once set up, this workflow creates a new card in BrokerEngine whenever a new lead comes in through Outgrow. This way, you'll never miss a potential opportunity and can focus on converting leads into customers, making your sales process more streamlined and organized.
Stay on top of your new leads from Outgrow and efficiently manage them in BrokerEngine with this automation. Once set up, this workflow creates a new card in BrokerEngine whenever a new lead comes in through Outgrow. This way, you'll never miss a potential opportunity and can focus on converting leads into customers, making your sales process more streamlined and organized.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!New Card
Triggers when a new lead is created.
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Calculator / QuizRequired
Try ItDate Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try It
Calculator / QuizRequired
SegmentRequired
Try ItFinancevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try It
