Create tasks in GetSwift for new leads from Interact to streamline your workflow
Efficiently manage your leads from Interact and streamline your task creation process with this automation. When a new lead is generated in Interact, this workflow will instantly create a task in GetSwift. Improve your response times and organization, without the need for manual data entry.
Efficiently manage your leads from Interact and streamline your task creation process with this automation. When a new lead is generated in Interact, this workflow will instantly create a task in GetSwift. Improve your response times and organization, without the need for manual data entry.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Task
Books a delivery task.
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Delivery Instruction
Driver Matching Code
Customer Reference
Order Reference
Pickup Time
Pickup Full Address
Pickup Street Address
Pickup City
Pickup Zipcode
Pickup Name
Pickup Phone
Pickup Email
Dropoff Earliest Time
Dropoff Latest Time
Dropoff Full Address
Dropoff Street Address
Dropoff City
Dropoff Zipcode
Dropoff Name
Dropoff Phone
Dropoff Email
Item Sku
Item Quantity
Item Description
Item Price
tip