Fergus + Leader CRM
Create new Fergus customers from new contacts in Leader CRM
Easily manage contacts and streamline your client onboarding process with this workflow. When a new contact appears in your Leader CRM, it instantly creates a customer in Fergus, saving you the hassle of manual data entry and ensuring a seamless transition. Simplify your CRM process with this automation, and focus more on forging stronger customer relationships.
Easily manage contacts and streamline your client onboarding process with this workflow. When a new contact appears in your Leader CRM, it instantly creates a customer in Fergus, saving you the hassle of manual data entry and ensuring a seamless transition. Simplify your CRM process with this automation, and focus more on forging stronger customer relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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