HirePOS + involve.me
Create leads in HirePOS from new completed submissions in involve.me
Effortlessly streamline your lead generation process with this seamless workflow between involve.me and HirePOS. When a new completed submission occurs in involve.me, a lead will be created in HirePOS, ensuring that you stay up-to-date and organized with potential clients. Save time and enhance your lead management by implementing this automatic connection between the two platforms.
Effortlessly streamline your lead generation process with this seamless workflow between involve.me and HirePOS. When a new completed submission occurs in involve.me, a lead will be created in HirePOS, ensuring that you stay up-to-date and organized with potential clients. Save time and enhance your lead management by implementing this automatic connection between the two platforms.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Lead
Creates a new CRM Lead in HirePOS
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Try ItUpdated Quote
Triggers when a Quote in HirePOS is updated.
Try It
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
