Create new leads in IRIS CRM for newly parsed documents in Parsio
Streamline your workflow by connecting Parsio and IRIS CRM. This automation starts when a document is parsed in Parsio, leading to the creation of a new lead in your IRIS CRM. Without the need for manual entry, facilitate lead generation from the content extracted from the Parsio documents, enhancing efficiency and accuracy.
Streamline your workflow by connecting Parsio and IRIS CRM. This automation starts when a document is parsed in Parsio, leading to the creation of a new lead in your IRIS CRM. Without the need for manual entry, facilitate lead generation from the content extracted from the Parsio documents, enhancing efficiency and accuracy.
- When this happens...Document Parsed
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.
- automatically do this!Create New Lead
Create a new lead.
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