Create new kvCORE contacts from new Yelp Leads
Maximize efficiency in your lead management process with this workflow. Once you receive a new lead in the Yelp Leads app, it promptly creates a corresponding contact in the kvCORE app. This process eliminates the need for manual data entry, enabling you to focus more on strategic actions and client relations. Boost your productivity by streamlining your contacts' transfer from Yelp Leads to kvCORE.
Maximize efficiency in your lead management process with this workflow. Once you receive a new lead in the Yelp Leads app, it promptly creates a corresponding contact in the kvCORE app. This process eliminates the need for manual data entry, enabling you to focus more on strategic actions and client relations. Boost your productivity by streamlining your contacts' transfer from Yelp Leads to kvCORE.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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