Create new Tracker clients from IndustrySelect company profiles sent
Streamline your workflow with this handy automation between IndustrySelect and Tracker. When you send a company profile through IndustrySelect, a new client is instantly created within Tracker. This facilitates an efficient client management system, saving you time and ensuring all your information stays neatly organized.
Streamline your workflow with this handy automation between IndustrySelect and Tracker. When you send a company profile through IndustrySelect, a new client is instantly created within Tracker. This facilitates an efficient client management system, saving you time and ensuring all your information stays neatly organized.
- When this happens...Send Company Profile
Triggers when a user clicks the "Send Company Profile" button when viewing a company's profile within IndustrySelect.
- automatically do this!Create Client
Adds a new client
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Send Company Profile
Triggers when a user clicks the "Send Company Profile" button when viewing a company's profile within IndustrySelect.
Try ItNew Activity
Triggers when a new activity is added to Tracker.
Try ItNew Contact
Triggers when a new contact is added to Tracker.
Try ItNew Lead
Triggers when a new lead is added to Tracker.
Try It
Send Contact Profile
Triggers when a user clicks the "Send Contact Profile" button when viewing a company's profile within IndustrySelect.
Try ItNew Client
Triggers when a new client is added to Tracker.
Try ItNew Invoice
Triggers when a new invoice is added to Tracker.
Try ItNew Opportunity
Triggers when a new opportunity is added to Tracker.
Try It