Casebook + Interact
Create intake reports in Casebook for new leads in Interact
Effortlessly streamline your lead management process with this workflow between Interact and Casebook. When a new lead is generated in Interact, an Intake Report will be instantly created in Casebook, ensuring that you have all the information you need to efficiently handle every prospect. Save time, increase productivity, and never miss a potential client opportunity again with this automation.
Effortlessly streamline your lead management process with this workflow between Interact and Casebook. When a new lead is generated in Interact, an Intake Report will be instantly created in Casebook, ensuring that you have all the information you need to efficiently handle every prospect. Save time, increase productivity, and never miss a potential client opportunity again with this automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItReport nameRequired
Report dateRequired
Report method
Report type
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
