Accelo + Mobilo Card
Create or update contacts in Accelo for new leads from your organization in Mobilo Card
Effortlessly manage and keep track of new leads from Mobilo Card with this seamless workflow. As soon as a new lead is added in Mobilo Card, it directly results in creating or updating a contact in your Accelo app. No more manual data entry or time wasted. Stay organized, save time, and focus on turning those leads into valuable clients.
Effortlessly manage and keep track of new leads from Mobilo Card with this seamless workflow. As soon as a new lead is added in Mobilo Card, it directly results in creating or updating a contact in your Accelo app. No more manual data entry or time wasted. Stay organized, save time, and focus on turning those leads into valuable clients.
- 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/Update Contact
Creates a new contact or updates a contact if it already exists.
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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 ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItTask Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
