Add Lead to Webtiger when New Company in Solve-crm
Add Contract to Webtiger when New Company in Solve-crm
Add Customer in Webtiger when New Company in Solve-crm
Add Estimate in Webtiger when New Company in Solve-crm
Add Project to Webtiger when New Company in Solve-crm
Add Proposal in Webtiger when New Company in Solve-crm
Add Task in Webtiger when New Company in Solve-crm
Add Ticket in Webtiger when New Company in Solve-crm
Add Timesheet in Webtiger when New Company in Solve-crm
Find or Create Customer in Webtiger when New Company in Solve-crm
Triggered when a new company record is created in Solve360.
Here you will get recent contacts
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Creates a new company record in Solve360.
Creates a new contact in Solve360.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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