Create RepMove accounts or prospects for new Popl connections (for your account)
Whenever you get a new connection for your account in Popl, a corresponding account or prospect will be added to RepMove automatically.
Whenever you get a new connection for your account in Popl, a corresponding account or prospect will be added to RepMove automatically.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create or Update Account or Prospect
Create or update an account
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew Account/Prospect
Triggers when a new account/prospect is created.
Try ItNew Note
Triggers when a new note is created.
Try It