Create documents in Docupilot from new leads in Outgrow
Easily generate documents for new leads with this seamless automation between Outgrow and Docupilot. Whenever a new lead is captured in Outgrow, this workflow will create a document in Docupilot using the lead's details. Save time and streamline your lead management process by integrating these two powerful tools.
Easily generate documents for new leads with this seamless automation between Outgrow and Docupilot. Whenever a new lead is captured in Outgrow, this workflow will create a document in Docupilot using the lead's details. Save time and streamline your lead management process by integrating these two powerful tools.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Document
Creates a new document from a specified template.
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