Freshsales Classic + Limo Anywhere
Create new Freshsales Classic deals from new quote requests in Limo Anywhere
When a new quote request comes in on Limo Anywhere, ensure your sales team promptly follow up by immediately creating a deal in Freshsales Classic. This streamlined workflow allows your team to monitor and address all incoming quote requests efficiently, enhancing the customer service and increasing potential conversions.
When a new quote request comes in on Limo Anywhere, ensure your sales team promptly follow up by immediately creating a deal in Freshsales Classic. This streamlined workflow allows your team to monitor and address all incoming quote requests efficiently, enhancing the customer service and increasing potential conversions.
- When this happens...New Quote Request
Triggers when a new quote request is created.
- automatically do this!Create Deal
Creates a new deal.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
Try It
New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
Try It
