How to connect LeadGen App + Click2Mail
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- Create a PostcardCreate a postcard.Action
- Create a LetterCreate a letter using a document from your account.Action
- Create a NotecardCreate a notecard.Action
- Create Other MailpieceCreate Other Mailpiece.Action
- Step 1: Authenticate LeadGen App and Click2Mail.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.