How to connect Mobilo Card + Realeflow
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- New Lead (For Your Account)Triggers when a new lead has been created for your own account.Trigger
- New Lead (For Your Group)Triggers when a new lead has been created for your group (or department), within the organization.Trigger
- New Lead (For Your Organization)Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.Trigger
- New ContactTriggers when a new contact is created. Does not include Leadpipes.Trigger
- New PropertyTriggers when a new property is created. Does not include Leadpipes.Trigger
- Create ContactCreates a new contact.Action
- Create PropertyCreates a new property.Action
- Step 1: Authenticate Mobilo Card and Realeflow.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.