Onepage + Privyr
Create new Privyr clients from new leads in Onepage
When a new lead is captured in Onepage, this workflow springs into action, seamlessly creating a new client in Privyr. This efficient automation effectively enhances your customer relationship management, ensuring that no potential customer is overlooked. Fulfill your sales potential and consistently maintain up-to-date client records with this workflow.
When a new lead is captured in Onepage, this workflow springs into action, seamlessly creating a new client in Privyr. This efficient automation effectively enhances your customer relationship management, ensuring that no potential customer is overlooked. Fulfill your sales potential and consistently maintain up-to-date client records with this workflow.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Client
Create a new client in your Privyr account
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
