SalesRabbit + SimplyNoted
Send custom cards in SimplyNoted for new or updated leads in SalesRabbit
Transform your lead management process with this efficient workflow between SalesRabbit and SimplyNoted. When a new or updated lead is added to your SalesRabbit app, a custom card is instantly sent via SimplyNoted. A perfect way to add a personal touch, make your leads feel valued, and keep your SalesRabbit information up to date seamlessly.
Transform your lead management process with this efficient workflow between SalesRabbit and SimplyNoted. When a new or updated lead is added to your SalesRabbit app, a custom card is instantly sent via SimplyNoted. A perfect way to add a personal touch, make your leads feel valued, and keep your SalesRabbit information up to date seamlessly.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
- Free forever for core features
- 14 day trial for premium features & apps
EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
First NameRequired
Last NameRequired
Company
AddressRequired
Address 2
CityRequired
State/ProvinceRequired
Country
ZipRequired
Phone
Custom Message
SignOff
Standard Handwriting Style
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
First NameRequired
Last NameRequired
Company
AddressRequired
Address 2
CityRequired
State/ProvinceRequired
Country
ZipRequired
Phone
Custom Message
SignOff
Standard Handwriting Style
