Interact + SweepBright
Create new SweepBright leads from incoming Interact leads
Save time and effort by seamlessly connecting your Interact and SweepBright apps with this efficient workflow. When a new lead is captured in Interact, it instantly creates a lead in SweepBright, ensuring that you never miss an opportunity. Stay organized and improve your lead management process without any manual intervention in just a few clicks.
Save time and effort by seamlessly connecting your Interact and SweepBright apps with this efficient workflow. When a new lead is captured in Interact, it instantly creates a lead in SweepBright, ensuring that you never miss an opportunity. Stay organized and improve your lead management process without any manual intervention in just a few clicks.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Lead
Creates a new lead in SweepBright.
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- 14 day trial for premium features & apps
QuizRequired
Try ItProperty Created or Updated
Triggers when a is created and/or updated.
Try ItLead Created
Triggers when a new lead is created.
Try ItLead Updated
Triggers when a lead is updated.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
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