Create new Ortto records from new UpViral leads
Effortlessly manage your new leads from UpViral by creating a corresponding record in Ortto. As soon as a new lead surfaces in UpViral, this workflow jumps into action, promptly making an associated record in Ortto. Save time, eliminate manual entry, and keep your leads organized by integrating these two apps for a seamless lead management experience.
Effortlessly manage your new leads from UpViral by creating a corresponding record in Ortto. As soon as a new lead surfaces in UpViral, this workflow jumps into action, promptly making an associated record in Ortto. Save time, eliminate manual entry, and keep your leads organized by integrating these two apps for a seamless lead management experience.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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