Create records in Shape for new leads in CINC
Streamline your lead management process with this intuitive workflow. Whenever you receive a new lead in CINC, a new record is instantly created in Shape to help manage your prospecting better. This automation not only saves you time but also optimizes your lead tracking and customer relationship management efforts.
Streamline your lead management process with this intuitive workflow. Whenever you receive a new lead in CINC, a new record is instantly created in Shape to help manage your prospecting better. This automation not only saves you time but also optimizes your lead tracking and customer relationship management efforts.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Record
Create a new record within the CRM
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