Create new REI Pebble deals when contacts are exported from smartercontact
Ensure efficient follow-up with your contacts with this quick and easy workflow. As soon as you export a contact from SmarterContact, this automation swiftly creates a deal within REI Pebble. Not only will this save you precious time, but it also ensures every potential customer is instantly allocated a deal, keeping your sales pipeline fresh and organized.
Ensure efficient follow-up with your contacts with this quick and easy workflow. As soon as you export a contact from SmarterContact, this automation swiftly creates a deal within REI Pebble. Not only will this save you precious time, but it also ensures every potential customer is instantly allocated a deal, keeping your sales pipeline fresh and organized.
- When this happens...Export Contact Trigger
Triggers when contact is exported.
- automatically do this!Create a Deal
Adds a new deal to a specific board and stage.
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