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OptinMonster + Workast

Create tasks in Workast for new leads from OptinMonster

Stay organized and manage your sales process efficiently with this OptinMonster-Workast workflow. Whenever a new lead is captured in OptinMonster, a task will be created in Workast to help you track and manage your leads effectively. This automation keeps your sales team focused on vital prospects, streamlining your lead management process and ensuring no opportunity slips through the cracks.

Stay organized and manage your sales process efficiently with this OptinMonster-Workast workflow. Whenever a new lead is captured in OptinMonster, a task will be created in Workast to help you track and manage your leads effectively. This automation keeps your sales team focused on vital prospects, streamlining your lead management process and ensuring no opportunity slips through the cracks.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    WorkastWorkast
    Create a Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • Start from a template

    • Who can join the space?Required

    Action
    Write
    • SpaceRequired

    Trigger
    Instant
    Try It
    • SpaceRequired

    • SummaryRequired

    • Due Date

    • Description

    • Assign To

    Action
    Write
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optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

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  • Forms & Surveys

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workast logo

About Workast

Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.

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