IXACT Contact CRM + SetSchedule

IXACT Contact CRM + SetSchedule integrations

Create leads in IXACT Contact CRM for new SetSchedule opportunities

Effortlessly manage your leads with this SetSchedule and IXACT Contact CRM integration. When a new opportunity arises in SetSchedule, this workflow will create a lead in your IXACT Contact CRM, ensuring that all your potential clients are organized and promptly transferred between the two platforms. Streamline your sales process and never miss out on a valuable prospect again.

When this happens...
New OpportunityTriggers when a new opportunity is created.
TriggerInstant
automatically do this!
Create LeadCreate a new lead
ActionWrite

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More things you can do with SetSchedule and IXACT Contact CRM

Discover other triggers and actions you can use with SetSchedule and IXACT Contact CRM

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Type
  Required
- Full Name
  Required
- Email
- Phone
- Address Line
- City
  Required
- State
  Required
- Region
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Price
- Notes
- Temperature
  Required
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search
- First Name
  Required
- 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
Action
Write

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity ID
  Required
- Notes
  Required
- Temperature
- Next Activity
- Schedule To
  Required
Action
Write
- First Name
  Required
- 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
Action
Write

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.