REsimpli 3.0 + Startel CMC
Create leads in REsimpli 3.0 for new intelliforms in Startel CMC
Streamline your lead generation process with this workflow between Startel CMC and REsimpli 3.0. When a new IntelliForm is completed in Startel CMC, a lead is immediately created in REsimpli 3.0. This automation helps to save time, ensures no potential leads slip through the cracks and maintains a seamless flow of information between your systems.
Streamline your lead generation process with this workflow between Startel CMC and REsimpli 3.0. When a new IntelliForm is completed in Startel CMC, a lead is immediately created in REsimpli 3.0. This automation helps to save time, ensures no potential leads slip through the cracks and maintains a seamless flow of information between your systems.
- When this happens...New IntelliForm
Triggers when a new IntelliForm is saved or filed on the specified Client ID.
- automatically do this!Create Lead
Creates a new lead in CRM.
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Client IDRequired
DispositionRequired
Try ItClient IDRequired
Form NameRequired
Member
Dispatch Script
Time Delay
Client ID
Notification ContentRequired
Client IDRequired
Member NameRequired
Client IDRequired
Member IDRequired
Category
Form IDRequired
CommentRequired
Form IDRequired
Client IDRequired
Number of DaysRequired
