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AnswerForce + FieldPulse

Create new FieldPulse leads from new AnswerForce messages

Keep your lead management streamlined and efficient with this workflow. Whenever a new message is received in AnswerForce, this automation will instantly create a lead in FieldPulse. This means you can immediately follow up on business opportunities without the hassle of manual data entry. Stay organized and responsive, ensuring no potential client falls through the cracks.

Keep your lead management streamlined and efficient with this workflow. Whenever a new message is received in AnswerForce, this automation will instantly create a lead in FieldPulse. This means you can immediately follow up on business opportunities without the hassle of manual data entry. Stay organized and responsive, ensuring no potential client falls through the cracks.

  1. When this happens...
    AnswerForceAnswerForce
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It

    • WorkflowRequired

    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Created Contact

    Trigger when a new contact is added.

    Trigger
    Instant
    Try It

    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
answerforce logo
answerforce logo

About AnswerForce

AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.
Learn more

Related categories

  • Customer Support
fieldpulse logo
fieldpulse logo

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship Management)