Clienty + deal.ai

Create new Clienty leads from new deal.ai contacts

Create seamless and efficient processes when adding new contacts in the deal.ai platform with this workflow. As soon as a new contact is registered in deal.ai, this workflow will ensure a new lead is concurrently created in your Clienty app. This optimizes your sales process and ensures no new potential client falls through the cracks. Enhanced operational efficiency allows you to focus on strategies for lead conversion.

Create seamless and efficient processes when adding new contacts in the deal.ai platform with this workflow. As soon as a new contact is registered in deal.ai, this workflow will ensure a new lead is concurrently created in your Clienty app. This optimizes your sales process and ensures no new potential client falls through the cracks. Enhanced operational efficiency allows you to focus on strategies for lead conversion.

  1. When this happens...
    deal.aideal.ai
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ClientyClienty
    Create New Lead

    Creates a new lead in the system

    ActionWrite
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Supported triggers and actions

    • Funnel

    • Email

    • Full Name

    • First Name

    • Last Name

    • Phone Number

    Action
    Write
    • ID prospectoRequired

    • EstadoRequired

    Action
    Write
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About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

Related categories

  • CRM (Customer Relationship Management)
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dealai logo

About deal.ai

deal.ai empowers businesses and agencies with AI marketing solutions.

Related categories

  • AI Tools