Create new Workiz leads from new Salesforce leads
Streamline your lead generation process with this efficient workflow that links Salesforce and Workiz. As soon as a new lead comes up in Salesforce, the system will quickly create a corresponding lead in Workiz, saving you the trouble of manual data entry and allowing you to respond to prospects swiftly. Simplify your sales process and concentrate more on client interactions with this efficient automation.
Streamline your lead generation process with this efficient workflow that links Salesforce and Workiz. As soon as a new lead comes up in Salesforce, the system will quickly create a corresponding lead in Workiz, saving you the trouble of manual data entry and allowing you to respond to prospects swiftly. Simplify your sales process and concentrate more on client interactions with this efficient automation.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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