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.
- When this happens...Appointment Created
Appointment Created By WooSender
- automatically do this!Create Lead
Creates a new lead in CRM.
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- 14 day trial for premium features & apps
Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact 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