Create new Wicked Reports contacts from new SharpSpring leads
Streamline your lead management with this efficient workflow. When a new lead appears in SharpSpring, it is swiftly transformed into a contact in Wicked Reports. This process optimizes your marketing data management by ensuring each lead is promptly and accurately recorded, reducing manual work and enhancing productivity.
Streamline your lead management with this efficient workflow. When a new lead appears in SharpSpring, it is swiftly transformed into a contact in Wicked Reports. This process optimizes your marketing data management by ensuring each lead is promptly and accurately recorded, reducing manual work and enhancing productivity.
- When this happens...New Lead
When a lead has been created in sharpspring.
- automatically do this!Create Contact
Create a new contact.
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