Create Trello checklists for new Interact leads
Stay on top of your new leads from Interact by automatically adding a checklist to a Trello card for each one. This workflow connects Interact and Trello, ensuring you never miss important tasks to follow up with new potential clients. Accomplish more and streamline your lead process with this efficient automation.
Stay on top of your new leads from Interact by automatically adding a checklist to a Trello card for each one. This workflow connects Interact and Trello, ensuring you never miss important tasks to follow up with new potential clients. Accomplish more and streamline your lead process with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add Checklist to Card
Triggers when a new checklist is created in Trello.
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