Manage new zBuyer.com leads by updating or adding contacts in Fieldnotes
Optimize lead management with this efficient workflow that connects zBuyer.com and Fieldnotes. When you receive a new lead in zBuyer.com, the details get updated or a new contact will be created in Fieldnotes. This smooth integration helps you keep your contact database current, saving you time on manual data entry and ensuring you engage leads swiftly and effectively.
Optimize lead management with this efficient workflow that connects zBuyer.com and Fieldnotes. When you receive a new lead in zBuyer.com, the details get updated or a new contact will be created in Fieldnotes. This smooth integration helps you keep your contact database current, saving you time on manual data entry and ensuring you engage leads swiftly and effectively.
- When this happens...New Lead Received
Triggers when a new lead arrives for your zBuyer Subscription.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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