CINC + Popl
Create new CINC leads from new Popl contacts
Increase the efficiency of your lead management process with this workflow. Whenever you make a new contact in Popl, it will seamlessly create a lead for your account in CINC. No need for manual data entry or a delay in follow-up activities. This is an ideal automation solution for improving the speed and performance of your sales pipeline.
Increase the efficiency of your lead management process with this workflow. Whenever you make a new contact in Popl, it will seamlessly create a lead for your account in CINC. No need for manual data entry or a delay in follow-up activities. This is an ideal automation solution for improving the speed and performance of your sales pipeline.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create Lead
Creates a new lead.
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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 ItAgent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItLabel Applied
Triggers when a label is applied.
Try It
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItAgent Assigned
Triggers when an agent is assigned.
Try ItAgent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try ItNew Inquiry
Triggers when new inquiry was requested.
Try It
