LeadConnector + Omnify
Manage new Omnify clients by adding/updating opportunities in LeadConnector
When you acquire a new client on Omnify, streamline your process and increase efficiency with a simple automation to the LeadConnector app. This workflow instantly adds or updates an opportunity in LeadConnector whenever there's a new client in Omnify. It saves time by eliminating manual data entry, so you can focus more on nurturing your leads and expanding your business.
When you acquire a new client on Omnify, streamline your process and increase efficiency with a simple automation to the LeadConnector app. This workflow instantly adds or updates an opportunity in LeadConnector whenever there's a new client in Omnify. It saves time by eliminating manual data entry, so you can focus more on nurturing your leads and expanding your business.
- When this happens...New Client
Triggers when a new client is added to the business.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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