Popl + Striven
Create new Striven customers from new Popl contacts seamlessly
Keep your customer data in one place effortlessly. When you add a new contact in the Popl app, this workflow instantly creates a new customer profile in your Striven software. This ensures you have all vital contact information at your fingertips, enabling seamless customer interactions and improved efficiency.
Keep your customer data in one place effortlessly. When you add a new contact in the Popl app, this workflow instantly creates a new customer profile in your Striven software. This ensures you have all vital contact information at your fingertips, enabling seamless customer interactions and improved efficiency.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create Customer
Creates a new customer.
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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 ItTypeRequired
Customer Name
Customer Number
Bill To Location
Ship To Location
Ship Via
Tracking Number
Contact Name
Sales Rep
Order Date
Order Number
Order Name
Target Date
Customer Notes
Internal Notes
Payment Term
AR Account
Invoice Format
Sales Tax
Item
Inventory Location
Description
Qty
Unit Of Measure
Price
Shipping Price
Taxable
Class
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItFirst Name
Last Name
Email
Phone
Customer Name
Customer Number
Category
Referral Source
Website
Credit Limit