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Interact + Virtuous CRM

Create new Virtuous CRM contacts from Interact leads

Easily manage new leads from the Interact app by adding them as contacts in your Virtuous CRM. With this workflow, every time you receive a new lead in Interact, they'll be instantly added to your Virtuous CRM system as a contact. Stay organized and save time while ensuring no lead goes unnoticed.

Easily manage new leads from the Interact app by adding them as contacts in your Virtuous CRM. With this workflow, every time you receive a new lead in Interact, they'll be instantly added to your Virtuous CRM system as a contact. Stay organized and save time while ensuring no lead goes unnoticed.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Virtuous CRMVirtuous CRM
    Create Contact

    Creates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Contact note status

    Trigger
    Instant
    Try It
    • Gift status

    Trigger
    Instant
    Try It
    • Tag NameRequired

    • Contact idRequired

    Action
    Write
    • Contact status

    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search

    New Form Submission

    Triggers on a new form submission.

    Trigger
    Instant
    Try It
    • Contact idRequired

    • TypeRequired

    • NoteRequired

    • Note date time

    • Important

    • Private

    • Time spent

    Action
    Write
    • Task TypeRequired

    • TaskRequired

    • Description

    • Due Date TimeRequired

    • OwnerRequired

    Action
    Write
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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virtuous-crm logo
virtuous-crm logo

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

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