Create individual prospects in Cone from newly created leads in Seamlss
Easily keep your sales pipeline up-to-date with this seamless integration. When a new lead is added in the Seamlss app, this workflow instantly generates an individual prospect in the Cone app. This automation efficiently streamlines your sales process, saving you valuable time and ensuring that no potential client slips through the cracks.
Easily keep your sales pipeline up-to-date with this seamless integration. When a new lead is added in the Seamlss app, this workflow instantly generates an individual prospect in the Cone app. This automation efficiently streamlines your sales process, saving you valuable time and ensuring that no potential client slips through the cracks.
- When this happens...Lead Created
Triggers when lead is created. Returns contact details.
- automatically do this!Create Individual Prospect
Creates an individual prospect in Cone
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Client Onboarded
Triggers when client is onboarded. Returns contact details.
Try ItLead Created
Triggers when lead is created. Returns contact details.
Try ItClient Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Client Verified
Triggers when client identity is verified. Returns contact details.
Try ItLead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Link CodeRequired
First NameRequired
Last NameRequired
Middle Name
Email AddressRequired
Phone NumberRequired