Create Moxo clients from new Outgrow leads for seamless lead management
Effortlessly streamline your lead management process with this Outgrow-Moxo automation. When a new lead is captured in Outgrow, this workflow will create a client in Moxo, saving you valuable time and ensuring consistency in your lead handling. Focus on nurturing your prospects instead of manually updating client information across platforms.
Effortlessly streamline your lead management process with this Outgrow-Moxo automation. When a new lead is captured in Outgrow, this workflow will create a client in Moxo, saving you valuable time and ensuring consistency in your lead handling. Focus on nurturing your prospects instead of manually updating client information across platforms.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Client
Creates a new client user.
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Calculator / QuizRequired
Try ItFlow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Whether to use Content Library Template?
Step Reference ID
Is it to add step to the end of flow?
Step Description
Due in Days
Assignee EmailRequired
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees