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DeltaNet CRM + Interact

Add new Interact leads to DeltaNet CRM groups effortlessly

Stay on top of your growing business with this easy-to-use automation. When you receive a new lead in your Interact app, this workflow will instantly add them to a group in your DeltaNet CRM, ensuring a seamless transfer of contact information. Save time and maintain organization, allowing you to focus on nurturing your new leads.

Stay on top of your growing business with this easy-to-use automation. When you receive a new lead in your Interact app, this workflow will instantly add them to a group in your DeltaNet CRM, ensuring a seamless transfer of contact information. Save time and maintain organization, allowing you to focus on nurturing your new leads.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    DeltaNet CRMDeltaNet CRM
    Add to Group

    Add customer to group

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Processed/Unprocessed request

    • Request Type

    • Request Source

    • Customer Groups

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • customer_emailRequired

    • NoteRequired

    • Date

    Action
    Write
    • Customer emailRequired

    • Start DateRequired

    • RepeatRequired

    • End Date

    • ActionRequired

    • Note

    Action
    Write
    • Processed/Unprocessed Lead

    • Request Type

    • Request Source

    • Customer Group

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • emailRequired

    • Cell Phone

    • Daytime phone

    • Evening Phone

    • Note

    Action
    Write
    • customer_emailRequired

    • Blog IdRequired

    Action
    Write
    • EmailRequired

    • Group IDRequired

    Action
    Write
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About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.
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Related categories

  • CRM (Customer Relationship Management)

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interact logo

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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