involve.me + Solid Performers CRM
Create new leads in Solid Performers CRM from completed submissions in involve.me
Streamline your lead management process by linking involve.me and Solid Performers CRM. When a submission is completed in involve.me, this workflow adds a new lead in your Solid Performers CRM system. If reducing manual data entry while ensuring prompt follow-ups on fresh leads is crucial to your business, this automation is for you.
Streamline your lead management process by linking involve.me and Solid Performers CRM. When a submission is completed in involve.me, this workflow adds a new lead in your Solid Performers CRM system. If reducing manual data entry while ensuring prompt follow-ups on fresh leads is crucial to your business, this automation is for you.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add New Lead
Create a new lead
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
New Lead
Trigger when a new lead created in CRM
Try ItName
Email
Phone
Company Name
Executive
Source Name
Rating
Stage
Status
Designation/Role
Estimate Value
Probability of Conversion
Products
Group
Comments
Details
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
Name
Email
Try It
