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FLG + Unbiased Pro

FLG + Unbiased Pro

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.

  1. When this happens...
    Enquiry Status Change
    Enquiry Status Change
    Enquiry Status ChangeTriggers when status of an enquiry is changed.
  2. automatically do this!
    Create Lead
    Create Lead
    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
    Trigger
    Instant
    Try It
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Trigger
    Instant
    Try It
    • Skip_test_msg
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Action
    Write
    • 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.
    Action
    Search
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About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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Related Zap Templates

  • Create FLG leads from new Unbiased Pro enquiries

 

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