The Customer Factor + WhatConverts
Create leads in WhatConverts from new prospects in The Customer Factor
Streamline your sales pipeline with this efficient workflow that connects The Customer Factor and WhatConverts. When a new prospect is identified in The Customer Factor, a lead is instantly created in WhatConverts. This automation not only provides a smoother transition between prospecting and conversion process but also ensures you never lose track of potential customers. Take advantage of this to enhance your business's lead management and efficiency.
Streamline your sales pipeline with this efficient workflow that connects The Customer Factor and WhatConverts. When a new prospect is identified in The Customer Factor, a lead is instantly created in WhatConverts. This automation not only provides a smoother transition between prospecting and conversion process but also ensures you never lose track of potential customers. Take advantage of this to enhance your business's lead management and efficiency.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Lead
Create a new lead.
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Estimate Accepted
Triggered when an estimate is accepted 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
Estimate 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 ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
