Create new Keller Williams Command contacts or leads from labeled Gmail conversations
Streamline your lead management process with this workflow. When you receive a new, labeled conversation in Gmail, a new contact or lead is systematically created in Keller Williams Command. This seamless process helps you save time on manual data entry, ensuring that every potential client is instantly captured in your Keller Williams database for immediate follow-up and nurturing.
Streamline your lead management process with this workflow. When you receive a new, labeled conversation in Gmail, a new contact or lead is systematically created in Keller Williams Command. This seamless process helps you save time on manual data entry, ensuring that every potential client is instantly captured in your Keller Williams database for immediate follow-up and nurturing.
- When this happens...New Labeled Conversation
Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.
- automatically do this!Create Contact or Lead
Creates a new contact.
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