Create new Salestrekker deals from new Sophiie inquiries
Experience a seamless and efficient workflow between the Sophiie and Salestrekker apps. Once a new inquiry is received in the Sophiie app, this automation creates a corresponding new deal in Salestrekker, ensuring smooth tracking of new prospects. This streamlined process saves you time and boosts productivity, enabling you to concentrate on cultivating client relationships. This level of integration between Sophiie and Salestrekker not only enhances efficiency but provides a real-time update on new inquiries and their progress.
Experience a seamless and efficient workflow between the Sophiie and Salestrekker apps. Once a new inquiry is received in the Sophiie app, this automation creates a corresponding new deal in Salestrekker, ensuring smooth tracking of new prospects. This streamlined process saves you time and boosts productivity, enabling you to concentrate on cultivating client relationships. This level of integration between Sophiie and Salestrekker not only enhances efficiency but provides a real-time update on new inquiries and their progress.
- When this happens...New Inquiry Created
Triggers when a new inquiry is created.
- automatically do this!Create New Deal
Creates a new Deal.
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