Create new The Customer Factor prospects from new Interact leads
Effortlessly maintain an organized leads database with this workflow between Interact and The Customer Factor. Once set up, whenever a new lead is captured in Interact, a prospect will be created in The Customer Factor, streamlining your lead management process and boosting productivity. Keep your sales pipeline updated and never miss out on potential business opportunities.
Effortlessly maintain an organized leads database with this workflow between Interact and The Customer Factor. Once set up, whenever a new lead is captured in Interact, a prospect will be created in The Customer Factor, streamlining your lead management process and boosting productivity. Keep your sales pipeline updated and never miss out on potential business opportunities.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Prospect
This action will create the prospect 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