Groundwork + Thryv
Create leads in Groundwork for new clients in Thryv
Effortlessly manage your sales pipeline by connecting Thryv and Groundwork. With this workflow, whenever you add a new client in Thryv, a lead is automatically created in Groundwork, ensuring that your contacts stay organized and you never miss a potential opportunity. Keep your sales team informed and focused on closing deals with this seamless automation.
Effortlessly manage your sales pipeline by connecting Thryv and Groundwork. With this workflow, whenever you add a new client in Thryv, a lead is automatically created in Groundwork, ensuring that your contacts stay organized and you never miss a potential opportunity. Keep your sales team informed and focused on closing deals with this seamless automation.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Lead
Creates a new lead
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired
