Perfex CRM + VBOUT
Create new Perfex CRM leads from new VBOUT contacts
Streamline your client engagement process with this seamless workflow. As soon as a new contact is added in your VBOUT platform, a corresponding lead is created instantly in your Perfex CRM, helping your sales team kick start their process. This automation not only saves time but also ensures accuracy in transferring contact details, enabling your team to focus on relationship building and sales conversion.
Streamline your client engagement process with this seamless workflow. As soon as a new contact is added in your VBOUT platform, a corresponding lead is created instantly in your Perfex CRM, helping your sales team kick start their process. This automation not only saves time but also ensures accuracy in transferring contact details, enabling your team to focus on relationship building and sales conversion.
- When this happens...New Contact
Triggers when a new contact is added to a list.
- automatically do this!Create Lead
Creates new Lead
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