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Interact + Leader CRM

Add new Interact leads to Leader CRM as contacts

Easily manage your new leads from the Interact app by automatically creating contacts in the Leader CRM app. This workflow streamlines your lead management process, ensuring you stay organized and never miss a potential opportunity. Improve efficiency and stay ahead in your sales game with this seamless integration.

Easily manage your new leads from the Interact app by automatically creating contacts in the Leader CRM app. This workflow streamlines your lead management process, ensuring you stay organized and never miss a potential opportunity. Improve efficiency and stay ahead in your sales game with this seamless integration.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Leader CRMLeader CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
  • Leader CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Additional events

    Trigger
    Instant
    Try It
    • Additional events

    Trigger
    Instant
    Try It
  • Leader CRM triggers, actions, and search

    New Activity

    Triggers when a new record is added to the Last Activity column.

    Trigger
    Instant
    Try It
    • Full name

    • Job title

    • Company

    • Assigned to

    • Labels

    • Status

    • Phone number

    • Email

    • Url

    • Address

    • Birthday

    • Note

    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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leader-crm logo
leader-crm logo

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.

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