AgentFire + Sphere
Add new Sphere contacts from new AgentFire leads
Effortlessly manage leads with this workflow. When a new lead appears in your AgentFire dashboard, this workflow steps in to add these new contacts directly into your Sphere app. No need for manual entry anymore - this process makes handling leads straightforward and efficient. Improve your sales process and ensure no lead falls through the cracks.
Effortlessly manage leads with this workflow. When a new lead appears in your AgentFire dashboard, this workflow steps in to add these new contacts directly into your Sphere app. No need for manual entry anymore - this process makes handling leads straightforward and efficient. Improve your sales process and ensure no lead falls through the cracks.
- When this happens...New Lead
Triggers when a new lead is captured in the Lead Manager.
- automatically do this!Add New Contacts to Sphere
Create people to the sphere
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
