CentralStationCRM + Onepage
Create new persons in CentralStationCRM for new leads in Onepage
Ensure your sales team can promptly follow up on all new leads from Onepage by using this workflow. As soon as a new lead is identified in Onepage, it creates a corresponding entry in CentralStationCRM. This way, you can streamline lead management and enhance your sales efficiency.
Ensure your sales team can promptly follow up on all new leads from Onepage by using this workflow. As soon as a new lead is identified in Onepage, it creates a corresponding entry in CentralStationCRM. This way, you can streamline lead management and enhance your sales efficiency.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Person
Creates a Person at CentralStationCRM.
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Select siteRequired
Try ItNew Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
