DeltaNet CRM + Deluxer
Create new leads in DeltaNet CRM instantly when new leads are detected in Deluxer
This workflow activates when there's a new lead in the Deluxer app, seamlessly sending that information over to the DeltaNet CRM app. No more manual data entry, leaving you more time to convert those leads into sales. Make your workflow more efficient and improve lead management processes with this seamless integration.
This workflow activates when there's a new lead in the Deluxer app, seamlessly sending that information over to the DeltaNet CRM app. No more manual data entry, leaving you more time to convert those leads into sales. Make your workflow more efficient and improve lead management processes with this seamless integration.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!New Lead
Triggers when a new lead is created.
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New Lead
Triggers when a New Lead is delivered.
Try ItProcessed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
