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  1. Project Automation
  2. Project Initiation
  3. Automate inquiry to project

Create a new project when a new inquiry is received

This automation captures incoming inquiries and automatically sets up corresponding projects or tasks in your workflow, ensuring no potential lead or job is overlooked. It eliminates manual data entry and reduces the risk of errors by seamlessly transferring inquiry details into your project management system. As a result, teams can respond faster, maintain organized records, and focus on delivering high-quality service.

Filter by common apps:

  • Webhooks by Zapier
  • ArcSite
  • Productive.io
  • Slack
  • Asana
  • Motion
  • FreshBooks
  • Todoist
  • Google Sheets
  • HoneyBook
  • Gmail
  • Buildern
  • Wealthbox CRM
  • Microsoft Outlook
  • Smartsheet
  • Delay by Zapier