Create new IXACT Contact CRM contacts from new leads in iNCOM Canada
Streamline your workflow with this automation that instantly turns new leads from iNCOM Canada into contacts in IXACT Contact CRM. Say goodbye to time-consuming manual data input and focus on nurturing those relationships instead. Enhance efficiency and never miss a chance to turn a lead into a potential client.
Streamline your workflow with this automation that instantly turns new leads from iNCOM Canada into contacts in IXACT Contact CRM. Say goodbye to time-consuming manual data input and focus on nurturing those relationships instead. Enhance efficiency and never miss a chance to turn a lead into a potential client.
- When this happens...New Lead
Triggers when a new lead or contact is created.
- automatically do this!Create Contact
Creates a new Contact record
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New Lead
Triggers when a new lead or contact is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Postal code
City
state
Lead Notes
First NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
Try ItFirst NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes