BizConnect + LeadSimple
Turn new BizConnect contacts into LeadSimple leads
Streamline your lead management process with this efficient workflow. As soon as a new contact is added in BizConnect, it creates a lead in LeadSimple. This automation keeps your lead funnel updated and consistent across platforms, saving you valuable time and minimizing data entry errors. Use this workflow to ensure none of your potential clients fall through the cracks.
Streamline your lead management process with this efficient workflow. As soon as a new contact is added in BizConnect, it creates a lead in LeadSimple. This automation keeps your lead funnel updated and consistent across platforms, saving you valuable time and minimizing data entry errors. Use this workflow to ensure none of your potential clients fall through the cracks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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New Contact
Triggers when a new contact is created.
Try ItCall Completed
Triggers when a new call is completed.
Try ItLead Changes Stage
Triggers when a lead changes stages.
Try ItLead Created
Triggers when a new lead is created.
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First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Try ItLead Changes Tags
Triggers when a lead's tags change.
Try ItLead Opens Email
Triggers when a lead opens email.
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