Clientjoy + LeadEngage Integration

Connect Clientjoy to LeadEngage in 1 click

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Clientjoy + LeadEngage Integration

Create LeadEngage contact for new Clientjoy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new LeadEngage contact and Clientjoy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Clientjoy + LeadEngage Integration
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • LeadEngage
    Create contact in LeadEngage
  • LeadEngage
    Search contact by phone in LeadEngage
  • LeadEngage
    Search contact by email in LeadEngage
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