Create new Check Cherry leads from new Popl leads for your team
Boost your team's efficiency with this seamless workflow between Popl and Check Cherry. As soon as a new lead is added in the Popl app, the workflow will take charge and create a lead in Check Cherry, making sure no potential customer slips through the cracks. It enhances accuracy while reducing manual labor, giving your team more time to focus on converting these leads.
Boost your team's efficiency with this seamless workflow between Popl and Check Cherry. As soon as a new lead is added in the Popl app, the workflow will take charge and create a lead in Check Cherry, making sure no potential customer slips through the cracks. It enhances accuracy while reducing manual labor, giving your team more time to focus on converting these leads.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Lead
Adds a new lead to your Check Cherry account.
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Lead TypeRequired
Try ItEvent Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
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Lead TypeRequired
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Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
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