Create leads in MyCase from new messages in AnswerConnect
When a new message comes through in AnswerConnect, this workflow instantly creates a lead in MyCase. This automation ensures timely follow-up with potential clients, nurturing your leads and saving you time in the process. It eliminates the manual task of transferring data, keeping your work more streamlined and efficient.
When a new message comes through in AnswerConnect, this workflow instantly creates a lead in MyCase. This automation ensures timely follow-up with potential clients, nurturing your leads and saving you time in the process. It eliminates the manual task of transferring data, keeping your work more streamlined and efficient.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a new lead.
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