Connekter + DeltaNet CRM
Add new Connekter leads as customers in DeltaNet CRM
Streamline your lead management process with this efficient workflow. Whenever a new lead is detected in your Connekter app, this automation will directly add them as a new customer in your DeltaNet CRM. No more manual data entry or tracking multiple platforms - save time and ensure no lead slips through the cracks. Enhance your productivity while ensuring consistent, meticulous follow-up.
Streamline your lead management process with this efficient workflow. Whenever a new lead is detected in your Connekter app, this automation will directly add them as a new customer in your DeltaNet CRM. No more manual data entry or tracking multiple platforms - save time and ensure no lead slips through the cracks. Enhance your productivity while ensuring consistent, meticulous follow-up.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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New Lead
Triggers when a New Lead is created.
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
