Sera Systems + WhatConverts
Create leads in WhatConverts whenever quotes are denied in Sera Systems
When a quote is rejected within Sera Systems, this efficient workflow immediately generates a new lead in WhatConverts. By connecting these platforms, your sales process becomes streamlined and gives your team instant access to any denied quote details. This valuable automation can provide profound insights for your sales strategy adjustments, which in turn, can enhance your conversion rates.
When a quote is rejected within Sera Systems, this efficient workflow immediately generates a new lead in WhatConverts. By connecting these platforms, your sales process becomes streamlined and gives your team instant access to any denied quote details. This valuable automation can provide profound insights for your sales strategy adjustments, which in turn, can enhance your conversion rates.
- When this happens...Quote Denied
Triggers when a quote is denied.
- automatically do this!Create Lead
Create a new lead.
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- 14 day trial for premium features & apps
Appointment Created
Triggers when a new appointment is created.
Try ItCustomer Created
Triggers when a new customer is created.
Try ItQuote Accepted
Triggers when a quote is accepted.
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try It
Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Try ItInvoice Accepted
Triggers when invoice is accepted.
Try ItQuote Denied
Triggers when a quote is denied.
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try It
