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Radius CRM + VideoAsk

Create Radius CRM leads/clients from new VideoAsk responses

Effortlessly manage your leads in Radius CRM by connecting it with VideoAsk. With this workflow, whenever a new response is received from a respondent in VideoAsk, a lead or client is created in Radius CRM. Streamline your sales process and ensure you never miss out on potential clients by automating this crucial step.

Effortlessly manage your leads in Radius CRM by connecting it with VideoAsk. With this workflow, whenever a new response is received from a respondent in VideoAsk, a lead or client is created in Radius CRM. Streamline your sales process and ensure you never miss out on potential clients by automating this crucial step.

  1. When this happens...
    VideoAskVideoAsk
    New Response (From a Respondent)

    Triggers when the transcription is ready after someone responds to a videoask.

    TriggerInstant
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization IdRequired

    • Name

    • EmailRequired

    • Phone Number

    Action
    Write
  • Radius CRM triggers, actions, and search

    Create Lead/Client

    Create a Lead or Client in Radius

    Action
    Write
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • VideoaskRequired

    • Name

    • EmailRequired

    • Phone Number

    • Product Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Radius CRM triggers, actions, and search

    Update Lead/Client

    Update an existing lead or client record in Radius.

    Action
    Write
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radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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Related categories

  • CRM (Customer Relationship Management)

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videoask logo

Related categories

Similar apps

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