DoubleTick + Jaldi
Create new leads in Jaldi from received messages in DoubleTick
Make lead management a breeze with this workflow. When you receive a message in DoubleTick, it results in the creation of a new lead in Jaldi. This ensures you won't miss out on capturing any potential client information and allows you to respond quickly, keeping your business communication productive and effective.
Make lead management a breeze with this workflow. When you receive a message in DoubleTick, it results in the creation of a new lead in Jaldi. This ensures you won't miss out on capturing any potential client information and allows you to respond quickly, keeping your business communication productive and effective.
- When this happens...Message Received
Triggers when a new message is received.
- automatically do this!Add a New Lead
Add a new lead to campaign.
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Message Received
Triggers when a new message is received.
Try ItToRequired
Media TypeRequired
Media UrlRequired
Caption
ToRequired
Select TemplateRequired
Campaign IdRequired
First NameRequired
Last Name
PhoneRequired
Email
Notes