Create new Radius CRM leads/clients from new BIGContacts contacts
Easily manage your new contacts and streamline your sales process with this BIGContacts to Radius CRM workflow. Once a new contact is added in BIGContacts, it instantly creates a lead/client in Radius CRM. This automation not only saves time but also ensures that no potential client slips through the cracks. Enhance your customer relations by keeping your CRM updated in real-time.
Easily manage your new contacts and streamline your sales process with this BIGContacts to Radius CRM workflow. Once a new contact is added in BIGContacts, it instantly creates a lead/client in Radius CRM. This automation not only saves time but also ensures that no potential client slips through the cracks. Enhance your customer relations by keeping your CRM updated in real-time.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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New Contact
Triggers when a new Contact is created.
Try ItNew Note
Triggers when a new Note is created.
Try ItUpdate Contact
Triggers when a Contact is updated.
Try ItFirst NameRequired
Middle Name
Last NameRequired
EmailsRequired
Phones
Job Title
Division
Website
Address1
Address2
Address3
City
State
Postal Code
Country
Notes
Lead Stage
Lead Source