Create notes in Sierra Interactive when leads get updated in Curb Hero
Streamline your customer management process with this efficient workflow. When you update a lead in Curb Hero, this process will instantly create a note in Sierra Interactive. This enhanced coordination between the two apps ensures you maintain well-documented, up-to-date customer information. By automating this process, you save valuable time and increase productivity.
Streamline your customer management process with this efficient workflow. When you update a lead in Curb Hero, this process will instantly create a note in Sierra Interactive. This enhanced coordination between the two apps ensures you maintain well-documented, up-to-date customer information. By automating this process, you save valuable time and increase productivity.
- When this happens...Updated Lead
Triggers when a lead is updated in Curb Hero
- automatically do this!Create Note
Add a Note to the lead's history.
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