Act! + Interact
Create new Act! contacts from Interact leads
Easily manage your new leads from Interact by adding them as contacts in Act! with this workflow. When a new lead is collected in Interact, this automation creates a new contact in Act!, ensuring that your contacts are up-to-date and making it simple to follow up with potential customers. Stay on top of your leads without any manual work, and focus on what matters most—growing your business.
Easily manage your new leads from Interact by adding them as contacts in Act! with this workflow. When a new lead is collected in Interact, this automation creates a new contact in Act!, ensuring that your contacts are up-to-date and making it simple to follow up with potential customers. Stay on top of your leads without any manual work, and focus on what matters most—growing your business.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add Contact
Creates a new contact.
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QuizRequired
Try ItContact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
