Create or update EveryAction contacts from new Interact leads
Effortlessly manage your new leads from Interact with this powerful workflow, which helps you create or update contacts in the EveryAction app. Whenever you get a new lead in Interact, this automation will ensure their details are correctly added to or updated in EveryAction, making it easier for you to stay organized and focused on growing your connections.
Effortlessly manage your new leads from Interact with this powerful workflow, which helps you create or update contacts in the EveryAction app. Whenever you get a new lead in Interact, this automation will ensure their details are correctly added to or updated in EveryAction, making it easier for you to stay organized and focused on growing your connections.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
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QuizRequired
Try ItVANID
External ID Type
External ID
Activist Codes
Survey Questions
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External ID Type
External ID
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NoteRequired
Note CategoryRequired
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Activist CodesRequired
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TagRequired
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Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
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Payment MethodRequired
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Financial Batch
Direct Marketing Code
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Online Reference Number
External Contribution ID Type
External Contribution ID
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Survey QuestionsRequired