How to connect LeadGen App + ApptiveGrid
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- New EntryTriggers when a new entry is available.Trigger
- Entry UpdatedTriggers when an entry was updated.Trigger
- Entry Appears in ViewTriggers when a entry appears in a grid view.Trigger
- New EntryCreates a new Entry in a GridAction
- Edit FormCreates a link to a shared form to edit an entityAction
- Load EntryLoads an existing entryAction
- Load GridViewLoads a specific GridViewAction
Updates an existing Entry
- Step 1: Authenticate LeadGen App and ApptiveGrid.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.