RepCard + SubcontractorHub
Set appointments in RepCard and create new leads in SubcontractorHub crm
Set an appointment in RepCard and immediately generate a new lead within SubcontractorHub. This streamlined workflow saves time by updating your CRM without the need for manual data entry, ensuring no potential clients fall through the cracks. Efficient and prompt, this process lets you focus more on your customer relationships and less on administrative tasks.
Set an appointment in RepCard and immediately generate a new lead within SubcontractorHub. This streamlined workflow saves time by updating your CRM without the need for manual data entry, ensuring no potential clients fall through the cracks. Efficient and prompt, this process lets you focus more on your customer relationships and less on administrative tasks.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Lead in CRM
Create Lead in Subcontractorhub
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired