Knack + Leadinfo
Create new records in Knack each time shares happen in Leadinfo
Manage your Leadinfo shares and Knack records effortlessly with this streamlined workflow. Whenever a share is initiated in Leadinfo, a new record will be created in Knack. This seamless process ensures you have a constant, up-to-date bank of information in Knack, contributing to an efficient and effective handling of your leads.
Manage your Leadinfo shares and Knack records effortlessly with this streamlined workflow. Whenever a share is initiated in Leadinfo, a new record will be created in Knack. This seamless process ensures you have a constant, up-to-date bank of information in Knack, contributing to an efficient and effective handling of your leads.
- When this happens...Share
Triggers when a company is manually shared in the Inbox
- automatically do this!Create Record
Creates a new record to your Knack database.
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