Create new Inflowcare leads from new CallTrackingMetrics calls
Boost your sales pipeline efficiency with this workflow that initiates when a new call is received in CallTrackingMetrics. It instantly creates a lead in Inflowcare, enabling your team to follow up promptly and effectively. This seamless integration ensures no potential customer goes unnoticed, thus enhancing customer engagement and accelerating the sales process.
Boost your sales pipeline efficiency with this workflow that initiates when a new call is received in CallTrackingMetrics. It instantly creates a lead in Inflowcare, enabling your team to follow up promptly and effectively. This seamless integration ensures no potential customer goes unnoticed, thus enhancing customer engagement and accelerating the sales process.
- When this happens...New Call
Triggers when you receive a new call.
- automatically do this!Create Lead
Create Lead for campaign
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New Call
Triggers when you receive a new call.
Try ItGet Active Users
Get Active List of Users
Try ItLead - Status Changed
Triggers when a lead status is changed.
Try ItFirst name
Last name
Phone Number
Email Address
Patient First Name
Patient Last Name
Patient Phone Number
Patient Email Address
Notes
Campaign Name
Assign To
Branch
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Custom Field #5
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