CLG App + Real Geeks
Add new CLG App leads to Real Geeks
Still juggling your lead data by hand across multiple platforms? Get relief with this integration, which automatically adds new CLG App leads to Real Geeks.
Still juggling your lead data by hand across multiple platforms? Get relief with this integration, which automatically adds new CLG App leads to Real Geeks.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Create a new Lead.
- Free forever for core features
- 14 day trial for premium features & apps
Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
