iNCOM Canada + Privyr integrations
Create new Privyr clients from new leads in iNCOM Canada
Streamline your process with this potent automation. When a new lead emerges in the iNCOM Canada app, this workflow swiftly transmits the information to Privyr, creating a client without missing a beat. This continual flow of information increases efficiency and allows a seamless transition from lead to client, keeping your customer relationship management crisp and up-to-date.
- When this happens...New LeadTriggers when a new lead or contact is created.
- automatically do this!Create Client Create a new client in your Privyr account
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More things you can do with iNCOM Canada and Privyr
Discover other triggers and actions you can use with iNCOM Canada and Privyr
- New Lead
Triggers when a new lead or contact is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Postal code
- City
- state
- Lead Notes
ActionWrite
- Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
Try ItTriggerInstant - Client NameRequired
- Phone Number
- Email Address
- Additional Client Details
- Lead SourceRequired
ActionWrite
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