Create notes in CINC for new leads in Interact
Effortlessly manage new leads from Interact by adding notes in your CINC app with this convenient workflow. When a new lead is created in Interact, a note will be added in CINC, helping you keep track of important information. Streamline your lead management process and stay organized with this seamless automation.
Effortlessly manage new leads from Interact by adding notes in your CINC app with this convenient workflow. When a new lead is created in Interact, a note will be added in CINC, helping you keep track of important information. Streamline your lead management process and stay organized with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add Note
Adds a note to a lead in the CINC CRM.
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