SetSchedule + Sierra Interactive
Create leads in Sierra Interactive from new opportunities in SetSchedule
Optimize your lead generation process with this efficient workflow. Whenever a new opportunity is identified in SetSchedule, it quickly creates a lead in Sierra Interactive. This seamless process saves you time and ensures no potential clients slip through the cracks, promptly transferring data between SetSchedule opportunities and Sierra Interactive leads. Keep your focus on growing your business while this workflow handles the details.
Optimize your lead generation process with this efficient workflow. Whenever a new opportunity is identified in SetSchedule, it quickly creates a lead in Sierra Interactive. This seamless process saves you time and ensures no potential clients slip through the cracks, promptly transferring data between SetSchedule opportunities and Sierra Interactive leads. Keep your focus on growing your business while this workflow handles the details.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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- 14 day trial for premium features & apps
New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
SiteRequired
AgentRequired
Try It
