Interact + Process Plan
Update fields in Process Plan for new Interact leads
Effortlessly keep your sales and marketing efforts up to date with this convenient automation. When a new lead is captured in the Interact app, this workflow will update a field in the Process Plan app, ensuring your processes stay in sync and your team is always working with the latest information. No more manual data entry, just seamless updates to boost efficiency and accuracy in your business operations.
Effortlessly keep your sales and marketing efforts up to date with this convenient automation. When a new lead is captured in the Interact app, this workflow will update a field in the Process Plan app, ensuring your processes stay in sync and your team is always working with the latest information. No more manual data entry, just seamless updates to boost efficiency and accuracy in your business operations.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Update Process Fields
Updates one or more fields of process.
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