Create new clients in QuickFile from new Facebook Lead Ads leads
Keeping your database up-to-date can be a chore if you are manually importing files. With this integration, each new lead you generate on Facebook Lead Ads will be added as a new client inf QuickFile so you can spend your time where it really counts.
Keeping your database up-to-date can be a chore if you are manually importing files. With this integration, each new lead you generate on Facebook Lead Ads will be added as a new client inf QuickFile so you can spend your time where it really counts.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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PageRequired
Form
Try ItDocument TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate