Create or update PEP Cloud clients for new Kommo leads
Effortlessly manage your new leads from Kommo by seamlessly updating client information in PEP Cloud. With this workflow, whenever a new lead is added in Kommo, their details will be used to create or update a client in PEP Cloud, ensuring your client database remains accurate and up-to-date without manual intervention. Streamline your lead management process and focus on growing your business, knowing your client information is consistently organized.
Effortlessly manage your new leads from Kommo by seamlessly updating client information in PEP Cloud. With this workflow, whenever a new lead is added in Kommo, their details will be used to create or update a client in PEP Cloud, ensuring your client database remains accurate and up-to-date without manual intervention. Streamline your lead management process and focus on growing your business, knowing your client information is consistently organized.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
- Free forever for core features
- 14 day trial for premium features & apps