noCRM.io + Outfield
Create prospects in noCRM.io from new accounts in Outfield
With this workflow, whenever a new account is created in Outfield, a corresponding prospect is then created in noCRM.io. This automation helps in efficient data transfer between your sales and CRM platforms, ensuring you never miss an opportunity to track a potential client. You’ll save time on manual data entry and have immediate access to your new accounts in noCRM.io, directly enhancing your sales process.
With this workflow, whenever a new account is created in Outfield, a corresponding prospect is then created in noCRM.io. This automation helps in efficient data transfer between your sales and CRM platforms, ensuring you never miss an opportunity to track a potential client. You’ll save time on manual data entry and have immediate access to your new accounts in noCRM.io, directly enhancing your sales process.
- When this happens...New Account
Triggers when a new account is created, i.e. either a place or a contact.
- automatically do this!Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above.
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Account TypeRequired
Team Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Activity Type (optional)
Form (optional)
Try It
Team Member (optional)
Activity Type (optional)
Form (optional)
Try ItTeam Member (optional)
Try ItPoint System Specs
Get point system specs for dropdown
Try ItAccount NameRequired
Account TypeRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
