Create tasks in BrightDay for new leads from Interact
Stay on top of your new leads with this seamless workflow between Interact and BrightDay. When a new lead is added in Interact, a corresponding task will be created in BrightDay, ensuring you never miss an opportunity to follow up and nurture your prospects. Streamline your lead management process and improve your efficiency with this time-saving automation.
Stay on top of your new leads with this seamless workflow between Interact and BrightDay. When a new lead is added in Interact, a corresponding task will be created in BrightDay, ensuring you never miss an opportunity to follow up and nurture your prospects. Streamline your lead management process and improve your efficiency with this time-saving automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Task
Creates a backlog task in BrightDay and adds it to this sprint
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QuizRequired
Try ItTask nameRequired
UserIDRequired
CompletedRequired
This Sprint
Today
Organizer emailRequired
Event NameRequired
Description
Event StartsRequired
Event EndsRequired
Meeting Duration (in hours)Required
Meeting Duration (in minutes)Required
Attendees
Attendees acceptedRequired
Meeting Link
BrightDay - Meeting Type NumberRequired
BrightDay - Meeting keywordRequired
BrightDay - Meeting Color CodingRequired