Find Sage Intacct customers when new Leadinfo bots are activated
Boost your sales efficiency with this automation workflow. When a new lead appears in Leadinfo, this workflow springs into action, immediately searching for the customer in your Sage Intacct system. This instant access to customer information effectively streamlines your lead management process, enabling your team to provide swift, personalized responses to potential clients.
Boost your sales efficiency with this automation workflow. When a new lead appears in Leadinfo, this workflow springs into action, immediately searching for the customer in your Sage Intacct system. This instant access to customer information effectively streamlines your lead management process, enabling your team to provide swift, personalized responses to potential clients.
- When this happens!Lead Bot
Triggers when a Lead Bot is successfully submitted.
TriggerInstantThis event starts a Zap instantly.
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LeadbotRequired
ComponentRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Share
Triggers when a company is manually shared in the Inbox
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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