Create new Privyr clients when leads are assigned tags in Kartra
Whenever a new lead is tagged within your Kartra system, this workflow ensures they're promptly added to your Privyr app as a client. It streamlines your client management, removing the need for any manual entry. A simple, yet effective way to bolster your CRM procedures and focus more on meaningful interactions with your clients.
Whenever a new lead is tagged within your Kartra system, this workflow ensures they're promptly added to your Privyr app as a client. It streamlines your client management, removing the need for any manual entry. A simple, yet effective way to bolster your CRM procedures and focus more on meaningful interactions with your clients.
- When this happens...Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
- automatically do this!Create Client
Create a new client in your Privyr account
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