Ally Hub + Interact
Ally Hub + Interact
Create new Ally Hub students from fresh Interact leads
Save time and streamline your lead management process by automating the transfer of new leads from Interact to Ally Hub. With this workflow, every time a new lead is generated in Interact, a student profile will be automatically created in Ally Hub, ensuring a seamless handoff between platforms. Convert leads into students efficiently and keep your team focused on engaging with prospective learners.
- When this happens...New LeadTriggers when a new lead is collected from quiz.
- automatically do this!Create StudentCreates a new student.
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More things you can do with Interact and Ally Hub
Discover other triggers and actions you can use with Interact and Ally Hub
- QuizRequired
Try ItTriggerInstant- New First Quote
Triggers when a student first quote is created.
Try ItTriggerPolling - New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItTriggerPolling - New Task or Event
Triggers when a new task or event is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItTriggerPolling - New Sold Quote
Triggers when a student quote is set as sold.
Try ItTriggerPolling - New Student
Triggers when a new student is created.
Try ItTriggerPolling - Student NameRequired
- Student Email
- StatusRequired
ActionWrite
