Accelo + Interact
Create new Accelo requests from incoming Interact leads
Effortlessly manage your leads with this handy workflow that connects Interact and Accelo. When a new lead is added in Interact, a request will be instantly created in Accelo, ensuring a smooth lead management process. Save time and stay organized by automating this task, so you can focus on nurturing and converting those valuable leads.
Effortlessly manage your leads with this handy workflow that connects Interact and Accelo. When a new lead is added in Interact, a request will be instantly created in Accelo, ensuring a smooth lead management process. Save time and stay organized by automating this task, so you can focus on nurturing and converting those valuable leads.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Request
Triggers when a new request is created.
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QuizRequired
Try ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.
