Create prospects in The Customer Factor from new completed involve.me submissions
Streamline your lead generation process with this involve.me and The Customer Factor automation. When a new completed submission occurs in involve.me, a prospect will be created in The Customer Factor, saving you time and ensuring efficient lead capture. Focus on nurturing your potential clients instead of manually transferring data between platforms.
Streamline your lead generation process with this involve.me and The Customer Factor automation. When a new completed submission occurs in involve.me, a prospect will be created in The Customer Factor, saving you time and ensuring efficient lead capture. Focus on nurturing your potential clients instead of manually transferring data between platforms.
- When this happens...
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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involve.me ProjectRequired
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It