Interact + Kanban Tool
Create tasks in Kanban Tool for new Interact leads
Effortlessly manage new leads in your sales process with this seamless workflow. When a new lead is added in the Interact app, a task will be created in the Kanban Tool app, allowing you to keep track of and prioritize potential clients. Save time and minimize the risk of neglecting valuable leads by streamlining your lead management process.
Effortlessly manage new leads in your sales process with this seamless workflow. When a new lead is added in the Interact app, a task will be created in the Kanban Tool app, allowing you to keep track of and prioritize potential clients. Save time and minimize the risk of neglecting valuable leads by streamlining your lead management process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Task
Creates a new task on a specific board.
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