Dovetail + Interact
Create notes in Dovetail for new leads from Interact
Effortlessly manage new leads from Interact by creating notes in Dovetail with this seamless workflow. When a new lead is captured in Interact, a note will be generated in Dovetail to help you easily track and organize your leads' information. Stay on top of your lead management process and improve efficiency with this powerful automation.
Effortlessly manage new leads from Interact by creating notes in Dovetail with this seamless workflow. When a new lead is captured in Interact, a note will be generated in Dovetail to help you easily track and organize your leads' information. Stay on top of your lead management process and improve efficiency with this powerful automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Note
Creates a new note in a Dovetail project.
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