Here comes another super exciting update! In our never-ending quest to help you build a better business, we always look for ways to make running things more efficient and headaches less existent when it comes to new client onboarding, and our latest feature release does both!
Now whenever new leads come in via lead capture, you can customize your workflows to kick in automatically! We’ve been waiting to show this off, and we’re really excited we can roll this out:
What Does it Do?
- Automatically assigns a specified workflow whenever a new lead comes in
- Immediately kicks off your project process, be it a welcome email, a questionnaire, or anything else you've set up for new clients
- Add tags that will get assigned to your contact or the project
How Does This Help Me Build a Better Business?
- Waste zero time turning new leads into paying clients
- Exert no effort to get your project process kicked off
- Nurture leads immediately and automatically before they head to competitors
All this means more clients, of course. We know, it’s really awesome!