The Customer Factor + Trello
Create Trello cards for new prospects in The Customer Factor
Stay organized and efficient with this workflow. When a new prospect is added in The Customer Factor, a corresponding card is created instantly in Trello. This allows for streamlined tracking of potential clients, ensuring no prospect goes unnoticed. Maintain your focus on nurturing relationships while the task of maintaining order in your work processes is effortlessly managed.
Stay organized and efficient with this workflow. When a new prospect is added in The Customer Factor, a corresponding card is created instantly in Trello. This allows for streamlined tracking of potential clients, ensuring no prospect goes unnoticed. Maintain your focus on nurturing relationships while the task of maintaining order in your work processes is effortlessly managed.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
