Act! + Outgrow
Create new Act! contacts from Outgrow leads
Easily manage your new leads from Outgrow by seamlessly adding them as contacts in Act!. With this workflow, whenever you receive a new lead in Outgrow, their contact information will be added to your Act! contact list. Save time and effort by keeping your sales and marketing efforts on track with a user-friendly process that organizes your leads efficiently.
Easily manage your new leads from Outgrow by seamlessly adding them as contacts in Act!. With this workflow, whenever you receive a new lead in Outgrow, their contact information will be added to your Act! contact list. Save time and effort by keeping your sales and marketing efforts on track with a user-friendly process that organizes your leads efficiently.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Add Contact
Creates a new contact.
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Calculator / QuizRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Calculator / QuizRequired
SegmentRequired
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
