Send emails in Gmail for new leads in Transax
Stay on top of your new leads with this seamless workflow. When a fresh lead enters your Transax system, an email will be sent from your Gmail account to keep you informed. No more manual checking and sending emails, let this automation take charge and streamline your lead management for increased productivity and efficiency.
Stay on top of your new leads with this seamless workflow. When a fresh lead enters your Transax system, an email will be sent from your Gmail account to keep you informed. No more manual checking and sending emails, let this automation take charge and streamline your lead management for increased productivity and efficiency.
- When this happens...New Lead
Triggers when a new lead is inserted in the DB.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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New Contact
Triggers when a contact is created.
Try ItNew Financial Application
Triggers when a new Financial Application was created.
Try ItFinancial Application IDRequired
New StatusRequired
First NameRequired
Last NameRequired
Mobile PhoneRequired
Email
Referring Link
Comments
Preferred Contact Method
Location ID