Create contacts in Cogmento CRM for new leads in Contactout
When a new lead arrives in Contactout, this workflow instantly creates a new contact in your Cogmento CRM. This helps to streamline your lead management process, ensuring all relevant details are captured in your customer relationship management system without delay. Leveraging this automation allows you to react to potential clients faster, improving efficiency and customer engagement.
When a new lead arrives in Contactout, this workflow instantly creates a new contact in your Cogmento CRM. This helps to streamline your lead management process, ensuring all relevant details are captured in your customer relationship management system without delay. Leveraging this automation allows you to react to potential clients faster, improving efficiency and customer engagement.
- When this happens...New Lead
Triggers when a new lead was exported.
- automatically do this!Create Contact
Creates a new Contact record
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