Create TotalBrokerage contacts from new Interact leads
Effortlessly manage your leads from Interact with this seamless workflow that creates new contacts in TotalBrokerage when you capture a new lead on Interact. Stay organized and improve your response times by having all your leads instantly added to your TotalBrokerage account. Focus on building relationships with potential clients while this automation takes care of the data entry for you.
Effortlessly manage your leads from Interact with this seamless workflow that creates new contacts in TotalBrokerage when you capture a new lead on Interact. Stay organized and improve your response times by having all your leads instantly added to your TotalBrokerage account. Focus on building relationships with potential clients while this automation takes care of the data entry for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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QuizRequired
Try ItAccount Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItActivity Added to Contact
Try It
Account Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
Try ItContact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItContact Created
Triggers when a new contact is created for your brokerage.
Try It