DashClicks + Interact

DashClicks + Interact integrations

Create new DashClicks persons (contacts) from new Interact leads

Streamline your lead management process with this seamless workflow. Whenever you secure a new lead in Interact, it will create a new contact in DashClicks. This efficient system helps you save time, reduce manual data entry, and ensures your contacts are always up-to-date across both platforms. Enhance your productivity and keep your focus on nurturing those valuable new leads.

When this happens...
New LeadTriggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create New Person (Contacts)Create a new contact of type person in your Contacts App
ActionWrite

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More things you can do with Interact and DashClicks

Discover other triggers and actions you can use with Interact and DashClicks

- Quiz
  Required
Trigger
Instant
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Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?
  Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for optins?
  Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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- Which campaign should we watch for new leads?
  Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- Business
  Required
Action
Write
- People
  Required
- Type of notification
  Required
Action
Write
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?
  Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?
  Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?
  Required
Trigger
Instant
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- Which funnel should we watch for purchases?
  Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
Try It
Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?
  Required
Action
Write
- Instasite Template
  Required
- Business
  Required
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search or write

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

HelpHelp

Related categories

Marketing

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create DashClicks business contacts from new Interact leads

Related Zap Templates

Create DashClicks business contacts from new Interact leads