Create Zoho Invoice contact persons from new Interact leads
Save time and streamline your lead management process by connecting Interact and Zoho Invoice with this efficient workflow. Whenever a new lead is captured in Interact, a contact person will be created in Zoho Invoice. This automation ensures that all your valuable leads are instantly added to your invoicing software without manual intervention, allowing you to focus on nurturing relationships and growing your business.
Save time and streamline your lead management process by connecting Interact and Zoho Invoice with this efficient workflow. Whenever a new lead is captured in Interact, a contact person will be created in Zoho Invoice. This automation ensures that all your valuable leads are instantly added to your invoicing software without manual intervention, allowing you to focus on nurturing relationships and growing your business.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Contact Person
Triggers when a new point of contact is added to an existing contact.
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