Create new Tracker clients from new Hunter leads
Streamline your lead management with this simple automation. When a new potential client surfaces in Hunter, the workflow immediately creates a new lead event in Tracker. This unified process ensures every lead promptly transitions into a client within Tracker, enhancing productivity and efficiency.
Streamline your lead management with this simple automation. When a new potential client surfaces in Hunter, the workflow immediately creates a new lead event in Tracker. This unified process ensures every lead promptly transitions into a client within Tracker, enhancing productivity and efficiency.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Adds a new client
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