Create new Simpro contacts from completed involve.me submissions
Effortlessly streamline your lead management process with this automation workflow. Upon receiving a new completed submission in involve.me, a contact will be created in Simpro. This ensures your contact base in Simpro is always up to date, allowing you to manage follow-ups and communication more efficiently.
Effortlessly streamline your lead management process with this automation workflow. Upon receiving a new completed submission in involve.me, a contact will be created in Simpro. This ensures your contact base in Simpro is always up to date, allowing you to manage follow-ups and communication more efficiently.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your project.
- automatically do this!Create Contact
Creates a new contact.
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