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Interact + Keep In Touch

Add new Interact leads as contacts in Keep In Touch

Easily transform new leads from Interact into valuable contacts in your Keep In Touch app with this efficient workflow. Whenever you receive a new lead through Interact, this automation will instantly create a contact in Keep In Touch, ensuring that you stay connected with potential customers without manual effort. Save time, maintain consistency, and streamline your lead management process with this seamless integration between Interact and Keep In Touch.

Easily transform new leads from Interact into valuable contacts in your Keep In Touch app with this efficient workflow. Whenever you receive a new lead through Interact, this automation will instantly create a contact in Keep In Touch, ensuring that you stay connected with potential customers without manual effort. Save time, maintain consistency, and streamline your lead management process with this seamless integration between Interact and Keep In Touch.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Keep In TouchKeep In Touch
    Create Contact

    Adds a contact to the database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Team Member ID

    • Deal Name

    • Deal Type

    • Deal Stage

    • Deal Status

    • Probability

    • Amount

    • Commission

    • Opened Date

    • Expected Close Date

    • Actual Closed Date

    • Note

    • Primary Contact ID

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Other Firstname

    • Other Lastname

    • Company

    • Address

    • City

    • State

    • Postalcode

    • Phone1

    • Fax

    • Email

    • Custom1

    • Memo

    • Category

    • Source

    • Category2

    • Custom2

    • Custom3

    • Custom4

    • Custom5

    • Custom6

    • Custom7

    • Custom8

    • Custom9

    • Custom10

    • Custom11

    • Custom12

    • Custom13

    • Custom14

    • Custom15

    • Custom16

    • Custom17

    • Custom18

    • Custom19

    • Custom20

    Action
    Write
    • EmailRequired

    Action
    Write
    • Source

    • Category2

    • Category

    Trigger
    Scheduled
    Try It
    • Deal TypeRequired

    • Deal StageRequired

    • Deal StatusRequired

    • Deal Name

    • Probability

    • Amount

    • Commission

    • Open Date

    • Expected Close Date

    • Actual Close Date

    • Next Step

    • Note

    • Primary Contact ID

    Action
    Write
    • Contact IDRequired

    Action
    Write
    • Status

    • Deal Type ID

    • Add Date After

    • Close Date After

    • Closed Date Before

    • Custom Fields

    • Related Contacts

    Action
    Write
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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keep-in-touch logo
keep-in-touch logo

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.

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