MyCRM Leads + MyCRM Sync
Create new MyCRM Leads from new MyCRM Sync contacts
Boost your lead management process with this workflow that links MyCRM Sync and MyCRM Leads. The moment a contact is established in MyCRM Sync, a corresponding lead is created instantaneously in MyCRM Leads. By seamlessly transitioning contacts into leads, this workflow eradicates manual operations, saving time and ensuring every prospect is accounted for, enhancing overall efficiency in your customer relationship management.
Boost your lead management process with this workflow that links MyCRM Sync and MyCRM Leads. The moment a contact is established in MyCRM Sync, a corresponding lead is created instantaneously in MyCRM Leads. By seamlessly transitioning contacts into leads, this workflow eradicates manual operations, saving time and ensuring every prospect is accounted for, enhancing overall efficiency in your customer relationship management.
- When this happens...Contact Created
Triggers when a new contact is created.
- automatically do this!Create a Lead
Creates a basic lead
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
