DeltaNet CRM + involve.me
Add new completed involve.me submissions to DeltaNet CRM groups
Effortlessly manage your contacts with this Involve.me to DeltaNet CRM workflow. Every time there's a new completed submission in Involve.me, this automation will promptly add the contact to a specified group in DeltaNet CRM, keeping your database organized and up-to-date. Enhance your lead and customer relationship management effortlessly, without any manual work.
Effortlessly manage your contacts with this Involve.me to DeltaNet CRM workflow. Every time there's a new completed submission in Involve.me, this automation will promptly add the contact to a specified group in DeltaNet CRM, keeping your database organized and up-to-date. Enhance your lead and customer relationship management effortlessly, without any manual work.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add to Group
Add customer to group
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involve.me FunnelRequired
Try ItProcessed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
