Create new Maximizer CRM leads from Interact's new lead entries
Effortlessly streamline your lead management process with this powerful workflow. When you receive a new lead in Interact, it instantly creates a lead entry in Maximizer CRM, ensuring a seamless transition between your marketing and sales efforts. Save time and increase your team's efficiency by automating this essential task.
Effortlessly streamline your lead management process with this powerful workflow. When you receive a new lead in Interact, it instantly creates a lead entry in Maximizer CRM, ensuring a seamless transition between your marketing and sales efforts. Save time and increase your team's efficiency by automating this essential task.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Lead Entry
Creates new Lead Entry
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QuizRequired
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It