SweepBright

CRM (Customer Relationship Management)

Attach labels to new leads in SweepBright for better organization

Streamline your client management efforts in SweepBright by utilizing this workflow. The moment a new lead is introduced, this workflow instantaneously attaches labels to the contact within the same platform for quick, efficient classification and lead tracking. Not only does this cutback on the time spent on manual data entry, but it also paves the way for focused relationship cultivation with your potential customers.

Streamline your client management efforts in SweepBright by utilizing this workflow. The moment a new lead is introduced, this workflow instantaneously attaches labels to the contact within the same platform for quick, efficient classification and lead tracking. Not only does this cutback on the time spent on manual data entry, but it also paves the way for focused relationship cultivation with your potential customers.

  1. When this happens...
    SweepBrightSweepBright
    Lead Created

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SweepBrightSweepBright
    Attach Labels to Contact

    Attaches labels to a contact

    ActionWrite
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Supported triggers and actions

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About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

Related categories

  • CRM (Customer Relationship Management)

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