How to connect LeadGen App + Vertask
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- Assets ListTriggers when a list of assets is required.Trigger
- Users ListTriggers when a list of clients is required.Trigger
- Create AssetCreates and assetAction
- Create TicketCreates a task/ticketAction
- Create ClientCreates a client in your dashboardAction
- Step 1: Authenticate LeadGen App and Vertask.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.