re:catch + Relate
Create new Relate organizations, contacts, deals, and notes from submitted re:catch forms
Start organizing your leads swiftly as they come in from re:catch with this powerful workflow. The moment a form is submitted in your re:catch app, both client organization and contact information is immediately created in your Relate app, followed by a deal and a note. This allows you to manage and track potential prospects efficiently, maximizing your productivity and saving you valuable time.
Start organizing your leads swiftly as they come in from re:catch with this powerful workflow. The moment a form is submitted in your re:catch app, both client organization and contact information is immediately created in your Relate app, followed by a deal and a note. This allows you to manage and track potential prospects efficiently, maximizing your productivity and saving you valuable time.
- When this happens...Form Submitted
Triggers when new form data is submittedForm Submitted
- automatically do this!Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
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