Real Geeks + SetSchedule
Create Real Geeks leads from new SetSchedule opportunities
Seamlessly manage your sales process with this efficient workflow between SetSchedule and Real Geeks. When a new opportunity arises in SetSchedule, a lead will be created in Real Geeks, allowing you to easily track and follow up with potential clients. Save time and streamline your lead management process with this simple automation.
Seamlessly manage your sales process with this efficient workflow between SetSchedule and Real Geeks. When a new opportunity arises in SetSchedule, a lead will be created in Real Geeks, allowing you to easily track and follow up with potential clients. Save time and streamline your lead management process with this simple automation.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Lead
Create a new Lead.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
