Add or update Agendor organizations when Meetime leads are won
Effortlessly manage your sales pipeline by connecting Meetime with Agendor through this powerful workflow. When a lead is won in Meetime, this automation will create or update an organization in Agendor, streamlining your CRM process and saving you time. Focus on closing deals and let this integration handle the organization updates for seamless data management.
Effortlessly manage your sales pipeline by connecting Meetime with Agendor through this powerful workflow. When a lead is won in Meetime, this automation will create or update an organization in Agendor, streamlining your CRM process and saving you time. Focus on closing deals and let this integration handle the organization updates for seamless data management.
- When this happens...Lead Won
Triggers when a lead is won
- automatically do this!Create or Update Organization
Creates or updates an Organization (Empresa).
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Activity Finished
Triggers when an activity is finished by the user.
Try ItLead Lost
Trigger when a lead is lost
Try ItCadênciaRequired
Ignorar o erro se o lead já possuir uma prospecção ativa
Iniciar Imediatamente
Email
Primeiro Nome
Nome Completo
Empresa
Telefones
Cargo
Site
Estado
Cidade
Twitter
Facebook
LinkedIn
Anotações
Criado em
Campanha de Origem
Fonte
Conversão de Origem
Canal de Origem
Dono do lead
Identificador externo
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
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