Create customers in The Customer Factor from new Interact leads
Effortlessly manage your new leads with this streamlined workflow. When you receive a new lead in Interact, this automation will create a customer in The Customer Factor, saving you time on manual data entry and ensuring your customer database is always up-to-date. Focus on building relationships with your potential clients while this efficient process takes care of the administrative work for you.
Effortlessly manage your new leads with this streamlined workflow. When you receive a new lead in Interact, this automation will create a customer in The Customer Factor, saving you time on manual data entry and ensuring your customer database is always up-to-date. Focus on building relationships with your potential clients while this efficient process takes care of the administrative work for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Customer
This action will create a customer in The Customer Factor
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QuizRequired
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It