Create new Workiz leads from new Referral Factory users
This workflow allows you to turn every new user from the Referral Factory app into a potential lead on the Workiz app. With this automation, you won't miss a single opportunity to connect with your new users, ensuring a seamless experience for your lead generation process. So, focus on growing your business while this workflow handles the user-to-lead conversion for you.
This workflow allows you to turn every new user from the Referral Factory app into a potential lead on the Workiz app. With this automation, you won't miss a single opportunity to connect with your new users, ensuring a seamless experience for your lead generation process. So, focus on growing your business while this workflow handles the user-to-lead conversion for you.
- When this happens...New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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