iNCOM Canada + Privyr
Create new Privyr clients from new leads in iNCOM Canada
Streamline your process with this potent automation. When a new lead emerges in the iNCOM Canada app, this workflow swiftly transmits the information to Privyr, creating a client without missing a beat. This continual flow of information increases efficiency and allows a seamless transition from lead to client, keeping your customer relationship management crisp and up-to-date.
Streamline your process with this potent automation. When a new lead emerges in the iNCOM Canada app, this workflow swiftly transmits the information to Privyr, creating a client without missing a beat. This continual flow of information increases efficiency and allows a seamless transition from lead to client, keeping your customer relationship management crisp and up-to-date.
- When this happens...New Lead
Triggers when a new lead or contact is created.
- automatically do this!Create Client
Create a new client in your Privyr account
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New Lead
Triggers when a new lead or contact is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Postal code
City
state
Lead Notes
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
Try ItClient NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
