AgencyZoom + Mobilo Card
Create personal leads in AgencyZoom from new leads for your organization in Mobilo Card
Streamline your sales pipeline by using this workflow to manage new leads from the Mobilo Card app. Once a new lead is recognized in Mobilo Card, it will set into motion a process in AgencyZoom to create a personal lead. This means your organization no longer has to manually input new leads, saving you time and energy while ensuring accurate data transfer so you can focus more on nurturing your prospects. Harness the power of automation and let your apps work together seamlessly while you stay ahead in the competitive business environment.
Streamline your sales pipeline by using this workflow to manage new leads from the Mobilo Card app. Once a new lead is recognized in Mobilo Card, it will set into motion a process in AgencyZoom to create a personal lead. This means your organization no longer has to manually input new leads, saving you time and energy while ensuring accurate data transfer so you can focus more on nurturing your prospects. Harness the power of automation and let your apps work together seamlessly while you stay ahead in the competitive business environment.
- When this happens...New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
