Create ConnectWise Manage companies from new Outgrow leads
Streamline your lead management process with this efficient workflow between Outgrow and ConnectWise Manage. When a new lead is generated in Outgrow, this automation will create a company in ConnectWise Manage, ensuring your team always has up-to-date information on potential clients. Save time and stay organized by having your software do the heavy lifting for you.
Streamline your lead management process with this efficient workflow between Outgrow and ConnectWise Manage. When a new lead is generated in Outgrow, this automation will create a company in ConnectWise Manage, ensuring your team always has up-to-date information on potential clients. Save time and stay organized by having your software do the heavy lifting for you.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Company
Creates a new company.
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