IXACT Contact CRM + Popl
Create leads in IXACT Contact CRM for new contacts in your Popl account
With this workflow, whenever a new contact is added to your Popl account, a lead will be created in your IXACT Contact CRM. This seamless process ensures that no potential leads fall through the cracks. Not only does it save time on manual data entry, but it also helps to quickly initiate and manage relationships within your IXACT Contact CRM.
With this workflow, whenever a new contact is added to your Popl account, a lead will be created in your IXACT Contact CRM. This seamless process ensures that no potential leads fall through the cracks. Not only does it save time on manual data entry, but it also helps to quickly initiate and manage relationships within your IXACT Contact CRM.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Lead
Create a new lead
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Lead TypeRequired
Try ItFirst NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes
Lead TypeRequired
Try ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
