Create or update Keap contacts from new Interact leads
Stay on top of your business development efforts with this workflow. When a new lead surfaces in your Interact system, this automation will ensure the contact details are either added or updated in Keap. This saves you time, ensuring your contact database remains updated, thereby helping you focus on fostering client relationships.
Stay on top of your business development efforts with this workflow. When a new lead surfaces in your Interact system, this automation will ensure the contact details are either added or updated in Keap. This saves you time, ensuring your contact database remains updated, thereby helping you focus on fostering client relationships.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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