Notify team members, and create a new prospect in Upnify when a new customer is added in Cliengo
Notify team members, and create a new prospect in Upnify when a new customer is added in Cliengo
Notify your team when a new customer is added in Cliengo and create a new prospect in Upnify. This ensures timely follow-up and organized customer information for improved engagement and sales efficiency.
Workflow preview:
Zap details:
Overview
Notify your team when a new customer is added in Cliengo and create a new prospect in Upnify. This ensures timely follow-up and organized customer information for improved engagement and sales efficiency.