Create quote drafts in Xero for new Interact leads
Effortlessly manage new leads in Interact by creating quote drafts in Xero with this seamless workflow. When a new lead is identified in Interact, a quote draft will be instantly generated in Xero, streamlining your sales process and ensuring all potential clients receive timely and accurate quotes. Focus on closing more deals, while this integration takes care of the paperwork.
Effortlessly manage new leads in Interact by creating quote drafts in Xero with this seamless workflow. When a new lead is identified in Interact, a quote draft will be instantly generated in Xero, streamlining your sales process and ensuring all potential clients receive timely and accurate quotes. Focus on closing more deals, while this integration takes care of the paperwork.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create New Quote Draft
Creates a new quote draft.
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