Create new Markate customers from new Markate leads
When a new lead comes into the Markate app, this workflow saves you time by effortlessly creating a new customer profile in the same app. It eliminates the need for manual data entry, simplifying your lead conversion process. Benefit from seamless customer creation that enhances efficiency and streamlines your business operations.
When a new lead comes into the Markate app, this workflow saves you time by effortlessly creating a new customer profile in the same app. It eliminates the need for manual data entry, simplifying your lead conversion process. Benefit from seamless customer creation that enhances efficiency and streamlines your business operations.
- When this happens...New Lead
Triggers when a lead is added, also filter by status, source type, customer source, lead label, lead stage.
- automatically do this!Create Customer
Create a new customer on Markate
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