Add new Mobilo Card leads to JobAdder as contacts
Streamline your lead-to-client conversion with this intuitive workflow. When you gain a new lead within the Mobilo Card app, this tool immediately creates a contact in JobAdder, ensuring seamless information transfer and time-saving efficiency. This automation makes it easier to manage and keep track of your potential clients, enhancing your customer relationship management process.
Streamline your lead-to-client conversion with this intuitive workflow. When you gain a new lead within the Mobilo Card app, this tool immediately creates a contact in JobAdder, ensuring seamless information transfer and time-saving efficiency. This automation makes it easier to manage and keep track of your potential clients, enhancing your customer relationship management process.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact
Creates a new Contact Record.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItJob Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Try ItWhen to Trigger
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItSelect entity added to folderRequired
Select folderRequired
ID for specific sample data
Try ItNew Retained Invoice Sent
Triggers when a retained invoice is sent
Try ItWhen to TriggerRequired
Try It