Act! + Luxury Presence
Add new Luxury Presence leads to Act! as contacts instantly when there's lead activity
Ensure no opportunities are missed within the luxury real estate market with this workflow. As soon as new lead activity occurs in Luxury Presence, a corresponding contact will be created in Act! This helps to keep contact information current in Act! while reducing the time and effort spent on manual data entry. Experience a smoother sales cycle and faster response time with this essential workflow.
Ensure no opportunities are missed within the luxury real estate market with this workflow. As soon as new lead activity occurs in Luxury Presence, a corresponding contact will be created in Act! This helps to keep contact information current in Act! while reducing the time and effort spent on manual data entry. Experience a smoother sales cycle and faster response time with this essential workflow.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add Contact
Creates a new contact.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItContact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
