Create matters in Actionstep for new leads in Interact
Effortlessly manage your leads from Interact by creating matters in Actionstep with this seamless workflow. Once set up, every time a new lead is added in Interact, a corresponding matter will be created in Actionstep, ensuring a smooth transition between lead generation and matter management. Streamline your process and increase productivity with this time-saving automation.
Effortlessly manage your leads from Interact by creating matters in Actionstep with this seamless workflow. Once set up, every time a new lead is added in Interact, a corresponding matter will be created in Actionstep, ensuring a smooth transition between lead generation and matter management. Streamline your process and increase productivity with this time-saving automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Matter
Creates a new action/matter.
- Free forever for core features
- 14 day trial for premium features & apps