Create and manage new leads in Compass when they appear in Interact
Effortlessly manage your leads with this seamless workflow that connects Interact and Compass. When a new lead is generated in Interact, this automation will create a new lead in Compass, ensuring valuable information is readily available in both platforms. Stay organized and save time by eliminating manual data entry with this easy-to-use process.
Effortlessly manage your leads with this seamless workflow that connects Interact and Compass. When a new lead is generated in Interact, this automation will create a new lead in Compass, ensuring valuable information is readily available in both platforms. Stay organized and save time by eliminating manual data entry with this easy-to-use process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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First Name
Last Name
Email Address
Phone Number
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