Add new Circle members and create FreedomSoft buyer leads simultaneously
Efficiently manage your leads with this Circle and FreedomSoft integration. When a new member is added in Circle, this workflow will create a buyer lead in FreedomSoft, helping you to streamline your lead management process and stay organized. Save time and effort by enhancing your team's productivity with this seamless connection between Circle and FreedomSoft.
Efficiently manage your leads with this Circle and FreedomSoft integration. When a new member is added in Circle, this workflow will create a buyer lead in FreedomSoft, helping you to streamline your lead management process and stay organized. Save time and effort by enhancing your team's productivity with this seamless connection between Circle and FreedomSoft.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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