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Interact + SALESENGINE.SE

Create new SALESENGINE.SE consumer records for fresh Interact leads

Effortlessly manage your new leads with this automation between Interact and SALESENGINE.SE. Whenever a new lead is generated in the Interact app, this workflow instantly creates a consumer record within your SALESENGINE.SE platform, streamlining your follow-up process and ensuring you never miss an opportunity. Save time and keep your leads organized by integrating both platforms seamlessly.

Effortlessly manage your new leads with this automation between Interact and SALESENGINE.SE. Whenever a new lead is generated in the Interact app, this workflow instantly creates a consumer record within your SALESENGINE.SE platform, streamlining your follow-up process and ensuring you never miss an opportunity. Save time and keep your leads organized by integrating both platforms seamlessly.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    SALESENGINE.SESALESENGINE.SE
    Create SE Consumer Record (Deprecated)

    This function creates a Consumer Record in SE.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Consumer Status Updated ToRequired

    Trigger
    Scheduled
    Try It
  • SALESENGINE.SE triggers, actions, and search

    New Consumer Added

    Triggers when a new consumer record is added.

    Trigger
    Scheduled
    Try It
    • Workflow Added To:Required

    Trigger
    Scheduled
    Try It
    • Consumer WorkflowRequired

    Trigger
    Scheduled
    Try It
    • Partner Status Updated ToRequired

    Trigger
    Scheduled
    Try It
    • Consumer Record IDRequired

    • Status To Change ToRequired

    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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salesenginese logo
salesenginese logo

About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

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