FLG + involve.me
Create new FLG leads from completed involve.me submissions
Kickstart your sales process efficiently with this workflow. As soon as you receive a new completed submission in Involve.me, a lead is swiftly created in FLG, streamlining your lead management process. This way, you can focus on more important tasks while ensuring no prospective client slips through the cracks. Improve your sales cycle and boost productivity with this simple yet effective automation.
Kickstart your sales process efficiently with this workflow. As soon as you receive a new completed submission in Involve.me, a lead is swiftly created in FLG, streamlining your lead management process. This way, you can focus on more important tasks while ensuring no prospective client slips through the cracks. Improve your sales cycle and boost productivity with this simple yet effective automation.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItMetadata 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.
