Saleshandy + Solid Performers CRM
Manage new Solid Performers CRM leads by creating prospects in Saleshandy
Streamline your sales process by seamlessly connecting Solid Performers CRM with Saleshandy. When a new lead is identified in Solid Performers CRM, this workflow creates a prospect and adds them to a sequence in Saleshandy. This automation not only speeds up the process but also ensures every potential client is promptly followed up with, enhancing your client engagement and sales conversion rates.
Streamline your sales process by seamlessly connecting Solid Performers CRM with Saleshandy. When a new lead is identified in Solid Performers CRM, this workflow creates a prospect and adds them to a sequence in Saleshandy. This automation not only speeds up the process but also ensures every potential client is promptly followed up with, enhancing your client engagement and sales conversion rates.
- When this happens...New Lead
Trigger when a new lead created in CRM
- automatically do this!Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
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New Lead
Trigger when a new lead created in CRM
Try ItName
Email
Phone
Company Name
Executive
Source Name
Rating
Stage
Status
Designation/Role
Estimate Value
Probability of Conversion
Products
Group
Comments
Details
Assign a Tag to a Prospect
Assign a tag to a prospect in Saleshandy
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Name
Email
Try ItAdd an Outcome to a Prospect
Add an outcome to the prospect in Saleshandy
DNC List
Prospect EmailRequired
Prospect EmailRequired