Canopy Connect + LeadCenter.AI
Create new leads in LeadCenter.AI when pulls are completed in Canopy Connect
Automate your lead generation process with this efficient workflow. Whenever a pull is completed in Canopy Connect, a new lead is immediately created in LeadCenter.AI. This helps you keep your pipeline always updated, saves time, and ensures form submission from Canopy Connect doesn't go unnoticed. It's a simple way to streamline your marketing efforts and stay on top of potential opportunities.
Automate your lead generation process with this efficient workflow. Whenever a pull is completed in Canopy Connect, a new lead is immediately created in LeadCenter.AI. This helps you keep your pipeline always updated, saves time, and ensures form submission from Canopy Connect doesn't go unnoticed. It's a simple way to streamline your marketing efforts and stay on top of potential opportunities.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Lead
Creates a new lead in Leadcenter.ai.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItNew Lead Matching Medium
Triggers when a new lead matching selected medium is created in Leadcenter.ai.
Try ItUpdated Lead
Triggers when a lead is updated in Leadcenter.ai.
Try ItUpdate Lead
Updates an existing lead in Leadcenter.ai.