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Intaker + Nutshell

Create new Nutshell leads from new Intaker callback requests

Drive your sales process even more efficiently with this workflow. Whenever there's a new callback request in Intaker, it creates a lead in Nutshell. This smooth process ensures rapid follow-up, helping you to convert potential interest into successful sales. Bolster your customer communication and seize business growth opportunities the moment they arise.

Drive your sales process even more efficiently with this workflow. Whenever there's a new callback request in Intaker, it creates a lead in Nutshell. This smooth process ensures rapid follow-up, helping you to convert potential interest into successful sales. Bolster your customer communication and seize business growth opportunities the moment they arise.

  1. When this happens...
    IntakerIntaker
    New Callback Request

    Triggers when a new call back request is received by Intaker.

    TriggerScheduled
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • orgIdRequired

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    • Bot Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
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intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn more

Related categories

  • Dashboards
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