Encharge + ShareDocView
Get new leads from ShareDocView and add or update persons in Encharge
Streamline your lead management process with this powerful workflow. When a new lead is detected in ShareDocView, it instantly updates or adds the person's information in Encharge. This efficient process not only saves time but also ensures accurate and up-to-date lead information in your marketing automation, boosting your marketing strategies' efficiency and effectiveness.
Streamline your lead management process with this powerful workflow. When a new lead is detected in ShareDocView, it instantly updates or adds the person's information in Encharge. This efficient process not only saves time but also ensures accurate and up-to-date lead information in your marketing automation, boosting your marketing strategies' efficiency and effectiveness.
- When this happens...Get Leads
Triggers when a new email lead is created.
- automatically do this!Add or Update Person
Create a new person or update an existing one.
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