Create appointment tasks in Tookan for new leads in Outgrow
Effortlessly manage your leads and appointments with this seamless workflow between Outgrow and Tookan. When a new lead is created in Outgrow, an appointment task will be generated in Tookan, ensuring your team stays on top of new opportunities and client meetings. This automation saves time and streamlines your lead management process for maximum efficiency.
Effortlessly manage your leads and appointments with this seamless workflow between Outgrow and Tookan. When a new lead is created in Outgrow, an appointment task will be generated in Tookan, ensuring your team stays on top of new opportunities and client meetings. This automation saves time and streamlines your lead management process for maximum efficiency.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create an Appointment Task
Creates an Appointment Task.
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Calculator / QuizRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Calculator / QuizRequired
SegmentRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link