CRM Connector + Interact

Create or update CRM Connector contacts from new Interact leads

Easily manage your contacts with this seamless workflow between Interact and CRM Connector. When a new lead is captured in Interact, this automation creates or updates the contact information in CRM Connector, keeping your contact list up-to-date and allowing you to focus on nurturing those leads. Say goodbye to manual data entry and hello to efficient contact management.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact, updates an existing contact if exists.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- QuizRequired
Trigger
Instant
Try It
- GroupRequired
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Polling
Try It

- Contact EmailRequired
- WorkflowRequired
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- EmailRequired
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
- Add Campaign ID
- Add Conversion Code
- Add Conversion Stage
- Add Conversion Value
Action
Write

- Custom Object DefinitionRequired
Action
Write
- Contact EmailRequired
- GroupRequired
- Sent Date
- Due Date
- DescriptionRequired
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item QuantityRequired
- Line Item SKU
- Line Item DescriptionRequired
- Line Item Unit CostRequired
- Line Item Event
Action
Write
- GroupRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- MessageRequired
- Delivery Date/TimeRequired
Action
Write

- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- GroupRequired
- Company NameRequired
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact EmailRequired
- Associate WithRequired
- Assigned ToRequired
- ActivityRequired
- Due Date/TimeRequired
- Completed Date/Time
- Notes
Action
Write
- GroupRequired
- Event TypeRequired
- Event LocationRequired
- Event TitleRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- Public EventRequired
- Automatic Email RemindersRequired
- Event Fee
Action
Write
- Contact EmailRequired
- TitleRequired
- Managed ByRequired
- QualityRequired
- SourceRequired
- PhaseRequired
- Value
- Chance to WinRequired
- Close DateRequired
Action
Write

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.