Create and update opportunities in LeadConnector for new customers in Urable
Easily keep your sales pipeline up-to-date with this automation. When a new customer joins through the Urable app, it initiates a workflow to create or update an opportunity in LeadConnector. This enables you to effortlessly track prospects and clients without having to manually intervene, letting you focus more on nurturing those valuable relationships.
Easily keep your sales pipeline up-to-date with this automation. When a new customer joins through the Urable app, it initiates a workflow to create or update an opportunity in LeadConnector. This enables you to effortlessly track prospects and clients without having to manually intervene, letting you focus more on nurturing those valuable relationships.
- When this happens...New Customer
Triggers when a new customer is added in Urable.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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