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REsimpli 3.0 + WooSender

Create new REsimpli 3.0 leads from newly created WooSender appointments

When a new appointment is scheduled in WooSender, this workflow creates a corresponding lead in the REsimpli 3.0 platform. This seamless integration ensures every appointment in WooSender converts into a potential business opportunity in REsimpli 3.0, optimizing your lead management process. This effortless automation streamlines your scheduling and lead generation, making your business operations more efficient.

When a new appointment is scheduled in WooSender, this workflow creates a corresponding lead in the REsimpli 3.0 platform. This seamless integration ensures every appointment in WooSender converts into a potential business opportunity in REsimpli 3.0, optimizing your lead management process. This effortless automation streamlines your scheduling and lead generation, making your business operations more efficient.

  1. When this happens...
    WooSenderWooSender
    Appointment Created

    Appointment Created By WooSender

    TriggerInstant
  2. automatically do this!
    REsimpli 3.0REsimpli 3.0
    Create Lead

    Creates a new lead in CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • WooSender triggers, actions, and search

    Appointment Cancelled

    Appointment Cancelled By WooSender

    Trigger
    Instant
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  • WooSender triggers, actions, and search

    New Contact

    Triggers when a new contact has been added on WooSender.

    Trigger
    Instant
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    • PipelineRequired

    • StageRequired

    Trigger
    Instant
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    • TagsRequired

    Trigger
    Instant
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    • PipelineRequired

    • StageRequired

    Trigger
    Instant
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    • TagsRequired

    Trigger
    Instant
    Try It
    • Contact ID

    • Contact Email

    • Contact Phone Number

    • Opportunity Name

    • Same As Contact NameRequired

    • Heat ScoreRequired

    • Value

    • PipelineRequired

    • StageRequired

    • Numbers Of ProductsRequired

    • Update all fields if an opportunity already exists in the same pipelineRequired

    Action
    Write
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About REsimpli 3.0

REsimpli is simple real estate investment software that requires NO customization. It empowers you with real-time data to help you make better decisions which means higher net profit.
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Related categories

  • CRM (Customer Relationship Management)

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