Interact + Tookan
Create pick-up tasks in Tookan for new Interact leads
Stay on top of new leads from Interact by instantly creating pick-up tasks in Tookan. With this workflow, every time a new lead is added in Interact, a pick-up task will be automatically generated in Tookan, keeping your team efficient and organized. Streamline your lead handling process and ensure no opportunity is missed.
Stay on top of new leads from Interact by instantly creating pick-up tasks in Tookan. With this workflow, every time a new lead is added in Interact, a pick-up task will be automatically generated in Tookan, keeping your team efficient and organized. Streamline your lead handling process and ensure no opportunity is missed.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create a Pick Up Task
Creates a new Pick Up Task.
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QuizRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Tookan
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