Create and update Systemate contacts from new Interact leads
Easily manage your leads with this efficient workflow between Interact and Systemate. When a new lead is generated in Interact, this automation will create or update the contact in Systemate and move them to the desired category. Save time and ensure your contact information is always up-to-date, allowing you to focus on nurturing your potential customers.
Easily manage your leads with this efficient workflow between Interact and Systemate. When a new lead is generated in Interact, this automation will create or update the contact in Systemate and move them to the desired category. Save time and ensure your contact information is always up-to-date, allowing you to focus on nurturing your potential customers.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create/Update Contact/Move Contact
Creates a new Contact, Updates existing Contact & Moves the Contact anywhere in your pipelines
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First Name
Last Name
Email
Phone
Property Address
Property City
Property State
Property Zip
Tax Mailing Address
Tax Mailing City
Tax Mailing State
Tax Mailing Zip
Other Address
Other City
Other State
Other Zip
Pipeline
Stage
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