AgencyZoom + Mobilo Card
Create personal leads in AgencyZoom for new leads in your Mobilo Card account
Streamline your lead management process with this seamless workflow. When you gain a new lead on your Mobilo Card account, it instantly creates a personal lead within the AgencyZoom app. This efficient setup saves you valuable time, eliminating manual data transfer, and ensuring immediate response to potential new business opportunities. Enjoy a more efficient, organized, and productive lead management process.
Streamline your lead management process with this seamless workflow. When you gain a new lead on your Mobilo Card account, it instantly creates a personal lead within the AgencyZoom app. This efficient setup saves you valuable time, eliminating manual data transfer, and ensuring immediate response to potential new business opportunities. Enjoy a more efficient, organized, and productive lead management process.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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- 14 day trial for premium features & apps
New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
