Highrise + Interact
Create notes for new Interact leads in Highrise
Effortlessly manage new leads from Interact by automatically adding notes to their respective contacts in Highrise. With this integration, whenever a new lead is generated in Interact, a note will be created for the contact in Highrise, keeping your CRM up to date and ensuring you never miss important lead information. This workflow streamlines your sales process and helps you stay organized with minimal manual input.
Effortlessly manage new leads from Interact by automatically adding notes to their respective contacts in Highrise. With this integration, whenever a new lead is generated in Interact, a note will be created for the contact in Highrise, keeping your CRM up to date and ensuring you never miss important lead information. This workflow streamlines your sales process and helps you stay organized with minimal manual input.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Note for Contact
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
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