How to connect LeadGen App + Tootix
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- Contact SegmentedTriggers when a contact segmentation changed.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task Status ChangeTriggers when a new Task is created.Trigger
- New ContactTriggers when a new user is created.Trigger
- Create ContactCreates a ContactAction
- Create TaskCreates a Task in Tootix.Action
- Activate Task TemplateActivates a Task TemplateAction
- Step 1: Authenticate LeadGen App and Tootix.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.