Interact + Process Plan
Initiate Process Plan processes for new Interact leads
Efficiently manage your new leads from Interact by streamlining the process initiation in Process Plan. With this automation, every time a new lead is captured in Interact, a process will be started in Process Plan, ensuring a swift and organized handling of your potential customers. Save time and boost your team's productivity by implementing this seamless workflow.
Efficiently manage your new leads from Interact by streamlining the process initiation in Process Plan. With this automation, every time a new lead is captured in Interact, a process will be started in Process Plan, ensuring a swift and organized handling of your potential customers. Save time and boost your team's productivity by implementing this seamless workflow.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Start a Process Task
Starts a Process Task out of order. Use with caution.
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