Lead Forensics + Spotler CRM
Create new Spotler CRM accounts from new Lead Forensics visits
Streamline your sales funnel and boost conversion rates with this efficient workflow. When a new visit occurs inside Lead Forensics, an account is instantly created in Spotler CRM. This automation provides an efficient way to transfer critical lead information, while also allowing you to capitalize on every opportunity effectively. This workflow saves time and ensures no lead falls through the cracks.
Streamline your sales funnel and boost conversion rates with this efficient workflow. When a new visit occurs inside Lead Forensics, an account is instantly created in Spotler CRM. This automation provides an efficient way to transfer critical lead information, while also allowing you to capitalize on every opportunity effectively. This workflow saves time and ensures no lead falls through the cracks.
- When this happens...New Trigger Visit
Triggers when a new visit that meets a trigger report is completed.
- automatically do this!Create Account
Finds an account within your CRM.
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