Start new prospections in Meetime for each new response in Yay! Forms
Make your sales team's job easier with this workflow. Whenever a new response is received in Yay! Forms, it instantly commences a new prospection in Meetime. This automation eliminates the need for manual data transfer, saving time and reducing the risk of errors. Enhance your team's productivity, and ensure every prospect is swiftly and effectively pursued.
Make your sales team's job easier with this workflow. Whenever a new response is received in Yay! Forms, it instantly commences a new prospection in Meetime. This automation eliminates the need for manual data transfer, saving time and reducing the risk of errors. Enhance your team's productivity, and ensure every prospect is swiftly and effectively pursued.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Start a New Prospection
Starts a new prospection with an existing/new lead
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- 14 day trial for premium features & apps
WorkspaceRequired
Form
Try ItActivity Ignored
Triggers when as activity is ignored.
Try ItLead Won
Triggers when a lead is won
Try ItWebhook de lead finalizadoRequired
Activity Finished
Triggers when an activity is finished by the user.
Try ItLead Lost
Trigger when a lead is lost
Try ItCadênciaRequired
Ignorar o erro se o lead já possuir uma prospecção ativa
Iniciar Imediatamente
Email
Primeiro Nome
Nome Completo
Empresa
Telefones
Cargo
Site
Estado
Cidade
Twitter
Facebook
LinkedIn
Anotações
Criado em
Campanha de Origem
Fonte
Conversão de Origem
Canal de Origem
Dono do lead
Identificador externo