Create new Clientify contacts from new leads in Keystone Academic Solutions
When you get a new lead in Keystone Academic Solutions, it's vital to add it to your Clientify contact list straight away. This workflow simplifies the process by instantly creating a contact in Clientify as soon as a new lead emerges in Keystone Academic Solutions. Stay organized, enhance communication and ensure no potential customer slips through the cracks by streamlining your lead management process.
When you get a new lead in Keystone Academic Solutions, it's vital to add it to your Clientify contact list straight away. This workflow simplifies the process by instantly creating a contact in Clientify as soon as a new lead emerges in Keystone Academic Solutions. Stay organized, enhance communication and ensure no potential customer slips through the cracks by streamlining your lead management process.
- When this happens...New Lead
Triggers when a new lead is sent from SmartHub to Zapier.
- automatically do this!Create Contact
Creates a Contact in Clientify
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New Lead
Triggers when a new lead is sent from SmartHub to Zapier.
Try ItTagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try It
Create Lead
Creates a new lead.
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired