IXACT Contact CRM + SetSchedule
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.
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 Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Lead
Create a new lead
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
First 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
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
First 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
