Create new leads in DeltaNet CRM when new leads are found in Connekter
Enhance your lead management process with this efficient workflow. Once a new lead registers on Connekter, their information is instantly reflected in the DeltaNet CRM. This seamless interaction between the two apps boosts accuracy, speeds up your response time, eventually enriching your engagement with potential clients. Make the most of this simplified tracking, saving you effort while increasing productivity.
Enhance your lead management process with this efficient workflow. Once a new lead registers on Connekter, their information is instantly reflected in the DeltaNet CRM. This seamless interaction between the two apps boosts accuracy, speeds up your response time, eventually enriching your engagement with potential clients. Make the most of this simplified tracking, saving you effort while increasing productivity.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!New Lead
Triggers when a new lead is created.
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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