Ortto + ScoreApp
Create records in Ortto when new leads sign up in ScoreApp
Streamline your lead management process with this seamless automation. When a new lead signs up in the ScoreApp, a new record is instantly created in Ortto, saving you precious time and eliminating the need for manual data entry. Let this workflow effortlessly manage your leads, so you can focus on building client relationships.
Streamline your lead management process with this seamless automation. When a new lead signs up in the ScoreApp, a new record is instantly created in Ortto, saving you precious time and eliminating the need for manual data entry. Let this workflow effortlessly manage your leads, so you can focus on building client relationships.
- When this happens...Lead Signed Up
Triggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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