Luxury Presence + Sphere
Add new Sphere contacts from updated leads or lead activities in Luxury Presence
Enhance your customer relationship management by instantly importing new leads from Luxury Presence to Sphere. This workflow activates as soon as a new lead or lead activity is detected in Luxury Presence, and immediately adds them as new contacts in Sphere. It offers an efficient, seamless solution to ensure you're always up to date with your client database, allowing you time to focus on nurturing those crucial relationships.
Enhance your customer relationship management by instantly importing new leads from Luxury Presence to Sphere. This workflow activates as soon as a new lead or lead activity is detected in Luxury Presence, and immediately adds them as new contacts in Sphere. It offers an efficient, seamless solution to ensure you're always up to date with your client database, allowing you time to focus on nurturing those crucial relationships.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add New Contacts to Sphere
Create people to the sphere
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItSourceRequired
First NameRequired
Last Name
Email
Phone
Home Address Line1
Home Address Line 2
Unit #
Home City
Home State
Home Country
Home Zipcode
Birthday
House Anniversary
Company Name
Work Address Line1
Work Addresss Line2
Work City
Work Country
Work State
Work Zipcode
Other Address Line1
Other Address Line2
Other city
Other Country
Other State
Other Zipcode
Work Phone
Mobile Phone
Add New Contact/People
This triggers when a people or contact has been added to Sphere.
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