Create new companies in Simplicate for each new visit in Lead Forensics
Streamline your lead management process with this workflow. When a new visit occurs in Lead Forensics, a company is instantly created in Simplicate. This smooth integration can help you save time, increase efficiency, and ensure that no potential customers slip through the cracks. Simplify your sales pipeline and focus more on connecting with leads, rather than managing them.
Streamline your lead management process with this workflow. When a new visit occurs in Lead Forensics, a company is instantly created in Simplicate. This smooth integration can help you save time, increase efficiency, and ensure that no potential customers slip through the cracks. Simplify your sales pipeline and focus more on connecting with leads, rather than managing them.
- When this happens...New Visit
Triggers when a new Visit completes.
- automatically do this!Create Company
Creates a Company
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