Clarity CRM + Customer Fields
Create leads in Clarity CRM from new customers in Customer Fields
Streamline your customer management process with this efficient workflow. When a new customer is added in Customer Fields, their details are seamlessly transferred to Clarity CRM as a lead. This integration allows for quicker processes, saving time and enhancing productivity. Your sales team can easily access the latest customer information for effective outreach and timely follow-ups.
Streamline your customer management process with this efficient workflow. When a new customer is added in Customer Fields, their details are seamlessly transferred to Clarity CRM as a lead. This integration allows for quicker processes, saving time and enhancing productivity. Your sales team can easily access the latest customer information for effective outreach and timely follow-ups.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Lead
Creates a new lead in Claritysoft CRM.
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