DeltaNet CRM + zBuyer.com
Add new zBuyer.com leads to DeltaNet CRM as customers
Streamline your sales process by linking zBuyer.com and DeltaNet CRM. When you receive a new lead in zBuyer.com, this workflow will instantly add the details to DeltaNet CRM as a new customer. It takes away the need for manual data entry, ensuring that your customer information in CRM is always up to date. Improve your efficiency and ensure a seamless transition from lead to customer.
Streamline your sales process by linking zBuyer.com and DeltaNet CRM. When you receive a new lead in zBuyer.com, this workflow will instantly add the details to DeltaNet CRM as a new customer. It takes away the need for manual data entry, ensuring that your customer information in CRM is always up to date. Improve your efficiency and ensure a seamless transition from lead to customer.
- When this happens...New Lead Received
Triggers when a new lead arrives for your zBuyer Subscription.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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Lead Type Filter
County Filter
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
