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Interact + SmartOffice

Interact + SmartOffice

Interact + SmartOffice integrations

Create new SmartOffice contacts from Interact leads

Efficiently manage new leads with this seamless workflow between Interact and SmartOffice. When a new lead is generated in the Interact app, their contact details will be instantly added to SmartOffice, helping you keep all your contact and lead information neatly organized in one place. Stay on top of your prospects and improve lead management with this easy-to-use automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is collected from quiz.
    TriggerInstant
  2. automatically do this!
    Add Contact
    Add Contact
    Add ContactAdds an Individual Contact (i.e., a Person) to SmartOffice
    ActionWrite
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More things you can do with Interact and SmartOffice

Discover other triggers and actions you can use with Interact and SmartOffice

    • Quiz
      Required
    Trigger
    Instant
    Try It
  • SmartOffice triggers, actions, and search
    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business Name
      Required
    • Abbreviation
    • Source
    • Sub-Source
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Last Name (Primary Contact)
    • First Name (Primary Contact)
    • Middle Name (Primary Contact)
    • E-mail Type (Primary Contact)
    • E-mail (Primary Contact)
    • Line 1 (Primary Contact)
    • Line 2 (Primary Contact)
    • City (Primary Contact)
    • State (Primary Contact)
    • Country (Primary Contact)
    • ZIP/Postal Code (Primary Contact)
    • Phone Type (Primary Contact)
    • Phone (Primary Contact)
    • Role (Primary Contact)
    • Type
    • Sub-Type
    • DBA
    • # of Employees
    • Revenue
    • Established On
    • Tax
    • Fiscal Year
    • Segment
    • SIC
    • County
    • Industry
    • Business Class
    • Income
    Action
    Write
    • Description
      Required
    • Keyword
    • Category
    • Post URL Only
    • URL
    • MIME Type
    • Contact E-mail
    • Private
    • Advice
    Action
    Write
  • SmartOffice triggers, actions, and search
    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Description
    • Location
    • Keywords
    • Start Time
      Required
    • End Time
      Required
    • Primary Contact E-mail
    • Participant E-mail
    • Type
    • Sub-Type
    • Task
    • All day
    • Priority
    • Status
    • Custom Fields
    Action
    Write
    • Last Name
      Required
    • First Name
    • Middle Name
    • Title
    • Greeting
    • Source
    • Sub-Source
    • Birth Date
    • Preferred Communication
    • Gender
    • Marital Status
    • # of Children
    • E-Mail Type
    • E-Mail
    • Nationality
    • Agent Status
    • Primary Language
    • Tobacco Use
    • Driver License #
    • Driver License State
    • Driver License Expiration Date
    • Salary
    • SS # (Social Security Number)
    • Tax
    • Total Income
    • Net Worth
    • Job Title
    • Occupation
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Contact Type
    • Last Name (Key Relation)
    • First Name (Key Relation)
    • Middle Name (Key Relation)
    • Gender (Key Relation)
    • Marital Status (Key Relation)
    • E-mail Type (Key Relation)
    • E-mail (Key Relation)
    • Line 1 (Key Relation)
    • Line 2 (Key Relation)
    • City (Key Relation)
    • State (Key Relation)
    • Country (Key Relation)
    • ZIP/Postal Code (Key Relation)
    • Phone Type (Key Relation)
    • Full Phone Number (Key Relation)
    • Relationship
    • Set Name
    • Type
    • Sub-Type
    • Custom Fields
    Action
    Write
    • Lead Type
      Required
    • Stage
      Required
    • Status
      Required
    • Campaign Name
    • Last Name
      Required
    • First Name
    • Middle Name
    • Suffix
    • Greeting
    • Title
    • Gender
    • Employer
    • Job Title
    • Source
    • Sub-Source
    • Birth Date
    • Age
    • Tobacco Use
    • Phone Type
    • Full Phone Number
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Remarks
    • SS#/Tax ID
    • Potential
    • Score
    • Leads Follow-up
    • Language
    • Action
    • Marital Status
    • Occupation
    • Salary
    • Tax
    • Distribution Type
    • Priority
    • Qualified
    • Custom Fields
    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 moreLearn moreHelpHelp
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smartoffice logo
smartoffice logo
About SmartOffice
SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier