Popular ways to use CLG App workflows

• Add new AWeber subscribers as CLG App leads

  

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  AWeber, CLG App

  AWeber + CLG App

  More details

  1. 

     When this happens

     Step 1: New Subscriber

  2. 

     Then do this

     Step 2: Create Lead

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  Add new AWeber subscribers as CLG App leads

  

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  Zapier

  Add new AWeber subscribers as CLG App leads

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  AWeber, CLG App

  AWeber + CLG App

• Create CLG App leads from new Acuity Scheduling appointments

  

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  Acuity Scheduling, CLG App

  Acuity Scheduling + CLG App

  More details

  1. 

     When this happens

     Step 1: New Appointment

  2. 

     Then do this

     Step 2: Create Lead

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  Create CLG App leads from new Acuity Scheduling appointments

  

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  Create CLG App leads from new Acuity Scheduling appointments

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  Acuity Scheduling, CLG App

  Acuity Scheduling + CLG App

• Create CLG App leads from new ActiveCampaign contacts

  

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  ActiveCampaign, CLG App

  ActiveCampaign + CLG App

  More details

  1. 

     When this happens

     Step 1: New Contact Added to List

  2. 

     Then do this

     Step 2: Create Lead

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  Create CLG App leads from new ActiveCampaign contacts

  

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  Create CLG App leads from new ActiveCampaign contacts

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  ActiveCampaign, CLG App

  ActiveCampaign + CLG App

• Create CLG App leads from new Wufoo entries

  

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  Wufoo, CLG App

  Wufoo + CLG App

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Lead

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  Create CLG App leads from new Wufoo entries

  

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  Create CLG App leads from new Wufoo entries

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  Wufoo, CLG App

  Wufoo + CLG App

• Create CLG App leads from new Gravity Forms submissions

  

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  Gravity Forms, CLG App

  Gravity Forms + CLG App

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Create Lead

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  Create CLG App leads from new Gravity Forms submissions

  

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  Create CLG App leads from new Gravity Forms submissions

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  Gravity Forms, CLG App

  Gravity Forms + CLG App

• Create CLG App leads from new 123FormBuilder submissions

  

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  123FormBuilder, CLG App

  123FormBuilder + CLG App

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Lead

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  Create CLG App leads from new 123FormBuilder submissions

  

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  Zapier

  Create CLG App leads from new 123FormBuilder submissions

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  123FormBuilder, CLG App

  123FormBuilder + CLG App

• Add new WooCommerce customers as CLG App leads

  

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  WooCommerce, CLG App

  WooCommerce + CLG App

  More details

  1. 

     When this happens

     Step 1: Customer

  2. 

     Then do this

     Step 2: Create Lead

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  Add new WooCommerce customers as CLG App leads

  

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  Zapier

  Add new WooCommerce customers as CLG App leads

  Try it

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  WooCommerce, CLG App

  WooCommerce + CLG App

• Add new Ontraport contacts as CLG App leads

  

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  Ontraport, CLG App

  Ontraport + CLG App

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Lead

  See Zap detailsTry it

  Add new Ontraport contacts as CLG App leads

  

  by Zapier

  Zapier

  Add new Ontraport contacts as CLG App leads

  Try it

  • 
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  Ontraport, CLG App

  Ontraport + CLG App

• 

  Client Status Changed

  Triggers when a client status is changed.

  Trigger

  Instant
• 

  Delete Lead

  Triggers when a lead is deleted.

  Trigger

  Instant
• 

  New Client

  Triggers when a new client is created.

  Trigger

  Instant
• 

  New Lead

  Triggers when a new lead is created.

  Trigger

  Instant
• 

  New Letter Generated

  Triggers when a new letter is generated.

  Trigger

  Instant
• 

  Update Client

  Triggers when a client is updated.

  Trigger

  Instant
• 

  Update Lead

  Triggers when a lead is updated.

  Trigger

  Instant
• 

  Create Client

  Creates a new client.

  Action

  Write
• CLG App

  Creates a new lead.

  Scheduled

  Action

• CLG App

  Updates an existing client.

  Scheduled

  Action

• CLG App

  Updates an existing lead.

  Scheduled

  Action

• CLG App

  Finds a client based on email or phone.

  Scheduled

  Action

• CLG App

  Finds a lead based on email.

  Scheduled

  Action

• CLG App

  x

  Scheduled

  Action

• CLG App

  x

  Scheduled

  Action