Autotask + Interact
Create Autotask companies from new Interact leads
Easily streamline your lead management process by connecting Interact to Autotask. With this workflow, whenever a new lead is added in Interact, a company is created within Autotask, keeping your CRM up-to-date and organized. This automation saves you time and ensures accurate data entry for a more efficient sales pipeline.
Easily streamline your lead management process by connecting Interact to Autotask. With this workflow, whenever a new lead is added in Interact, a company is created within Autotask, keeping your CRM up-to-date and organized. This automation saves you time and ensures accurate data entry for a more efficient sales pipeline.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Company
Triggers when a new company is found.
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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CRM (Customer Relationship Management)About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
