involve.me + Workbooks CRM
Create sales leads in Workbooks CRM from new completed submissions in involve.me
Boost your sales process with this easy workflow. Once set up, every time there's a fresh completed submission in Involve.me, a new sales lead will be created in your Workbooks CRM, keeping your database up-to-date and ensuring you never miss a potential client. Experience efficient sales lead management without manual data entry.
Boost your sales process with this easy workflow. Once set up, every time there's a fresh completed submission in Involve.me, a new sales lead will be created in your Workbooks CRM, keeping your database up-to-date and ensuring you never miss a potential client. Experience efficient sales lead management without manual data entry.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your project.
- automatically do this!Create Sales Lead
Triggers when a new sales lead is created.
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