Gainsight + Interact
Create or update Gainsight companies for new Interact leads
Efficiently manage your leads and improve customer relationships with this workflow between Interact and Gainsight. Whenever a new lead is added in Interact, this automation will create or update a company in Gainsight, ensuring your data is always up-to-date and consistent. This seamless integration will help you save time and focus on nurturing leads for a successful sales process.
Efficiently manage your leads and improve customer relationships with this workflow between Interact and Gainsight. Whenever a new lead is added in Interact, this automation will create or update a company in Gainsight, ensuring your data is always up-to-date and consistent. This seamless integration will help you save time and focus on nurturing leads for a successful sales process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Company
Allows the user to dynamically populate all fields and create/update a company
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItObject Name
ActionRequired
Update Key
Object NameRequired
ActionRequired
Update Key
User E-mailRequired
Context NameRequired
External Record IDRequired
AuthorRequired
SubjectRequired
NotesRequired
Date
Activity Type IDRequired
Company NameRequired
Relationship Name
Relationship Type
Internal Attendees
External Attendees
Upsert Person
Allows the user to create/update a person with dynamic input fields
Context NameRequired
External Record IDRequired
AuthorRequired
