Client Diary + Seamlss
Create new Seamlss leads when new triggers happen in Client Diary
Optimize your sales strategy with this smart automation. When a specific event occurs in Client Diary, it immediately creates a new lead in Seamlss. This streamlines your business processes, ensuring you won't miss out on crucial leads and keeping your sales funnel consistently filled. Benefit from an efficient workflow that helps you stay organized and responsive to clients swiftly.
Optimize your sales strategy with this smart automation. When a specific event occurs in Client Diary, it immediately creates a new lead in Seamlss. This streamlines your business processes, ensuring you won't miss out on crucial leads and keeping your sales funnel consistently filled. Benefit from an efficient workflow that helps you stay organized and responsive to clients swiftly.
- When this happens...Client Trigger
Triggers when a new client is created or an existing client is updated.
- automatically do this!Add Lead
Add a lead to your Seamlss account.
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Client Trigger
Triggers when a new client is created or an existing client is updated.
Try ItClient Verified
Triggers when client identity is verified. Returns contact details.
Try ItLead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Client Onboarded
Triggers when client is onboarded. Returns contact details.
Try ItLead Created
Triggers when lead is created. Returns contact details.
Try ItClient Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client