involve.me + SweepBright
Create SweepBright leads from new completed involve.me submissions
Effortlessly streamline your lead management process with this easy-to-use automation. When a new completed submission takes place in involve.me, a lead will be instantly created in SweepBright. Save time, eliminate manual data entry, and focus on building valuable relationships with your leads.
Effortlessly streamline your lead management process with this easy-to-use automation. When a new completed submission takes place in involve.me, a lead will be instantly created in SweepBright. Save time, eliminate manual data entry, and focus on building valuable relationships with your leads.
- When this happens...
- automatically do this!Create Lead
Creates a new lead in SweepBright.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItProperty Created or Updated
Triggers when a is created and/or updated.
Try ItLead Created
Triggers when a new lead is created.
Try ItLead Updated
Triggers when a lead is updated.
Try It
Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
Try It
