Create or update PitBullTax Software clients / prospects from new Marketo leads
Enhance your lead management process with this automation that seamlessly connects Marketo and PitBullTax Software. When a new lead is created in Marketo, this workflow will instantly update or create a client/prospect in PitBullTax Software. Save time and stay organized as your marketing efforts generate new leads with this efficient workflow.
Enhance your lead management process with this automation that seamlessly connects Marketo and PitBullTax Software. When a new lead is created in Marketo, this workflow will instantly update or create a client/prospect in PitBullTax Software. Save time and stay organized as your marketing efforts generate new leads with this efficient workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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