Connekter + DeltaNet CRM
Add new Connekter leads to groups in DeltaNet CRM instantly
Easily manage your new leads from Connekter with this seamless workflow. When a potential customer shows interest in your business on Connekter, this process swiftly adds them to your selected group on DeltaNet CRM. This automation takes the manual work out of managing leads, ensuring that they immediately become productive parts of your sales and marketing strategies.
Easily manage your new leads from Connekter with this seamless workflow. When a potential customer shows interest in your business on Connekter, this process swiftly adds them to your selected group on DeltaNet CRM. This automation takes the manual work out of managing leads, ensuring that they immediately become productive parts of your sales and marketing strategies.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!Add to Group
Add customer to group
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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
