noCRM.io + Outfield
Create prospects in noCRM.io from new accounts in Outfield
With this workflow, whenever a new account is created in Outfield, a corresponding prospect is then created in noCRM.io. This automation helps in efficient data transfer between your sales and CRM platforms, ensuring you never miss an opportunity to track a potential client. You’ll save time on manual data entry and have immediate access to your new accounts in noCRM.io, directly enhancing your sales process.
With this workflow, whenever a new account is created in Outfield, a corresponding prospect is then created in noCRM.io. This automation helps in efficient data transfer between your sales and CRM platforms, ensuring you never miss an opportunity to track a potential client. You’ll save time on manual data entry and have immediate access to your new accounts in noCRM.io, directly enhancing your sales process.
- When this happens...New Account
Triggers when a new account is created, i.e. either a place or a contact.
- automatically do this!Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above.
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