FLG + Unbiased Pro integrations
Create new FLG leads from updated Unbiased Pro enquiries status changes
Easily streamline your lead generation process with this smart workflow. When an enquiry status changes in the Unbiased Pro app, it instantly creates a new lead in the FLG app. Not only does this make your process more efficient, it also ensures you never miss out on potential customers. Perfect for businesses focusing on enhancing their customer pipeline and speed up the sales process.
- When this happens...Enquiry Status ChangeTriggers when status of an enquiry is changed.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Unbiased Pro and FLG
Discover other triggers and actions you can use with Unbiased Pro and FLG
- Statuses
Try ItTriggerInstant- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Try ItTriggerInstant- Skip_test_msg
- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
ActionWrite- 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.
ActionSearch
- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
Try ItTriggerInstant- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Try ItTriggerInstant- Skip_test_msg
- Metadata Field: Lead GroupRequired
- Metadata Field: ReferenceRequired
- Metadata Field: Lead Type
- Metadata Field: Status
ActionWrite
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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