Create leads in Ricochet - Speed to Contact for new completed submissions in involve.me
Effortlessly keep track of new leads from your involve.me projects with this seamless workflow. When a new completed submission occurs in involve.me, a lead will be created in Ricochet - Speed to Contact, ensuring that your sales team can quickly and efficiently follow up on potential customers. Stay on top of your leads and improve your lead generation process with this easy-to-use automation.
Effortlessly keep track of new leads from your involve.me projects with this seamless workflow. When a new completed submission occurs in involve.me, a lead will be created in Ricochet - Speed to Contact, ensuring that your sales team can quickly and efficiently follow up on potential customers. Stay on top of your leads and improve your lead generation process with this easy-to-use automation.
- When this happens...
- automatically do this!Create Lead
Creates a new lead.
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involve.me ProjectRequired
Try ItNew Lead
Triggers when a new lead created.
Try ItLead IDRequired
TitleRequired
PriorityRequired
Appointment Type ID
Address
Description
RemindRequired
Add to CalendarRequired
Invitees
Lead Status Changes
Triggers when a lead status changes.
Try ItVendor NameRequired
First Name
Last Name
Phone Number
State
Status
Company Name
Email