Angaza + involve.me
Create prospective accounts in Angaza from new completed submissions in involve.me
Effortlessly streamline your sales process with this workflow that connects involve.me and Angaza. Whenever there's a new completed submission in involve.me, a prospective account will be created in the Angaza app. This way, you can focus on closing deals while ensuring your pipeline stays organized and up-to-date.
Effortlessly streamline your sales process with this workflow that connects involve.me and Angaza. Whenever there's a new completed submission in involve.me, a prospective account will be created in the Angaza app. This way, you can focus on closing deals while ensuring your pipeline stays organized and up-to-date.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Prospective Account
Creates a prospective account.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItNew Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
