How to connect LeadGen App + Workflowsoft
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- New Integration StepTriggers when new integration step in process started.Trigger
- Complete Integration StepThis action updates process fields in WorkflowsoftAction
- Create TaskThis action creates a new task in WorkflowsoftAction
- Start ProcessThis action starts a new process in WorkflowsoftAction
- Update DirectoryThis action updates directory in WorkflowsoftAction
- Step 1: Authenticate LeadGen App and Workflowsoft.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.