Create customers in Eworks Manager for new lead status changes in FLG
Effortlessly keep your lead management organized with this convenient Zap that connects FLG and Eworks Manager. When a lead status changes in FLG, a customer will be automatically created in Eworks Manager, ensuring a seamless transition and up-to-date information across both platforms. Save time and enhance efficiency by streamlining your processes with this powerful integration.
Effortlessly keep your lead management organized with this convenient Zap that connects FLG and Eworks Manager. When a lead status changes in FLG, a customer will be automatically created in Eworks Manager, ensuring a seamless transition and up-to-date information across both platforms. Save time and enhance efficiency by streamlining your processes with this powerful integration.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Create Customer
Creates a Customer
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
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Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Appointment Accepted
Triggers when an appointment is accepted.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Appointment Action Required
Triggers when an appointment status is action required.
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