Convert new Outgrow leads into Workbooks CRM sales leads
Effortlessly manage new leads from Outgrow in your Workbooks CRM with this streamlined workflow. Whenever a new lead is generated in Outgrow, a sales lead will be created in Workbooks CRM, ensuring that your sales team can instantly begin nurturing these potential customers. Save time and improve lead management by automating this process and keeping your CRM up to date.
Effortlessly manage new leads from Outgrow in your Workbooks CRM with this streamlined workflow. Whenever a new lead is generated in Outgrow, a sales lead will be created in Workbooks CRM, ensuring that your sales team can instantly begin nurturing these potential customers. Save time and improve lead management by automating this process and keeping your CRM up to date.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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