BenchmarkONE + Interact
Create or update BenchmarkONE contacts from new Interact leads
Easily keep track of new leads from Interact and manage them in BenchmarkONE with this streamlined workflow. When a new lead is captured in Interact, this automation will create or update the corresponding contact in BenchmarkONE, ensuring your database stays up-to-date. Stay organized and never miss the opportunity to connect with a potential client.
Easily keep track of new leads from Interact and manage them in BenchmarkONE with this streamlined workflow. When a new lead is captured in Interact, this automation will create or update the corresponding contact in BenchmarkONE, ensuring your database stays up-to-date. Stay organized and never miss the opportunity to connect with a potential client.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
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QuizRequired
Try ItTagRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Update Existing ContactRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Title
Company
Temperature
Phone Number
Phone Number Type
Address Street
Address City
Address State
Address Zip
Address Country
Address Type
Social Media URL
Social Media Type
Instant Message Username
Instant Message Type
Website URL
Source
Tag to Add
Webhook NameRequired
Try ItNote SubjectRequired
Note BodyRequired
Contact's Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Created At
Copy To Company
Update Last Contacted Date?
