Create new Birdie data records for every new Interact lead
Effortlessly manage your leads and data records with this seamless workflow between Interact and Birdie. Whenever a new lead is captured in Interact, this automation will create a new data record in Birdie, streamlining your lead management process and ensuring no details are missed. Save time and stay organized by consolidating your important information in one place.
Effortlessly manage your leads and data records with this seamless workflow between Interact and Birdie. Whenever a new lead is captured in Interact, this automation will create a new data record in Birdie, streamlining your lead management process and ensuring no details are missed. Save time and stay organized by consolidating your important information in one place.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create New Data Record
Create a new data record based on client's data integration
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Integration NameRequired
Feedback ID
Title
TextRequired
Rating
Product Reference
Posted Date
Data TypeRequired
Author ID
Account ID
Thread ID
Schema TypeRequired
Custom Schema