smartercontact + ProspectX
Create new opportunities in ProspectX from exported contacts in smartercontact
When a contact is exported from the SmarterContact app, instantly create a new opportunity inside the ProspectX app with this streamlined workflow. This automation ensures no opportunity is missed in tracking potential clients, helping you stay proactive in managing your business relationships. Enhance your productivity by letting this workflow handle the swift transition of important data between your contact and prospecting applications.
When a contact is exported from the SmarterContact app, instantly create a new opportunity inside the ProspectX app with this streamlined workflow. This automation ensures no opportunity is missed in tracking potential clients, helping you stay proactive in managing your business relationships. Enhance your productivity by letting this workflow handle the swift transition of important data between your contact and prospecting applications.
- When this happens...Export Contact Trigger
Triggers when contact is exported.
- automatically do this!New Opportunity
Creates a New Opportunity
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