Keller Williams Command + SetSchedule
Create new contacts or leads in Keller Williams Command for every new opportunity in SetSchedule
Seize every business opportunity with ease by connecting SetSchedule and Keller Williams Command. When a new opportunity arises in SetSchedule, this workflow will instantly create a contact or lead in Keller Williams Command. This streamlined process not only simplifies your daily tasks but further helps advance your outreach efforts and aids potential business growth.
Seize every business opportunity with ease by connecting SetSchedule and Keller Williams Command. When a new opportunity arises in SetSchedule, this workflow will instantly create a contact or lead in Keller Williams Command. This streamlined process not only simplifies your daily tasks but further helps advance your outreach efforts and aids potential business growth.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Contact or Lead
Creates a new contact.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Create MC Recruits
Creates a new MC recruit.
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
Create Contact or Lead
Creates a new contact.
