EasyMe + Interact
Manage new Interact leads by creating or updating clients in EasyMe
Easily manage your client relationship and streamline your workflow by keeping track of new leads in Interact. With this setup, every time a new lead comes in Interact, the client information is promptly updated or created in EasyMe. This reduces manual data entry and ensures you don't miss opportunities to converse with potential clients, facilitating seamless customer relationship management.
Easily manage your client relationship and streamline your workflow by keeping track of new leads in Interact. With this setup, every time a new lead comes in Interact, the client information is promptly updated or created in EasyMe. This reduces manual data entry and ensures you don't miss opportunities to converse with potential clients, facilitating seamless customer relationship management.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Client
Creates or updates a client.
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