Create or update Agillic recipients from new Interact leads
Effortlessly manage your contacts by connecting Interact and Agillic apps with this automation. When a new lead is added in Interact, this workflow will update or create the recipient in Agillic, keeping your contact lists up-to-date, organized, and ready for personalized marketing campaigns. Save time by streamlining your lead management process and improve customer engagement.
Effortlessly manage your contacts by connecting Interact and Agillic apps with this automation. When a new lead is added in Interact, this workflow will update or create the recipient in Agillic, keeping your contact lists up-to-date, organized, and ready for personalized marketing campaigns. Save time by streamlining your lead management process and improve customer engagement.
- When this happens...New LeadTriggers when a new lead is collected from quiz. 
- automatically do this!Update or Create Recipient (Limited Fields)Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created. 
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- QuizRequired 
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- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
- Event NameRequired 
 
- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
- One-to-Many TableRequired 
- Include fields with empty values 
- Dynamic Otm Fields Copy 
 
- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
- Field 1Required 
- Field 1 ValueRequired 
- Field 2 
- Field 2 Value 
- Field 3 
- Field 3 Value 
- Field 4 
- Field 4 Value 
- Field 5 
- Field 5 Value 
- Field 6 
- Field 6 Value 
- Field 7 
- Field 7 Value 
- Field 8 
- Field 8 Value 
- Field 9 
- Field 9 Value 
- Field 10 
- Field 10 Value 
- Field 11Required 
- Field 11 ValueRequired 
- Field 12 
- Field 12 Value 
- Field 13 
- Field 13 Value 
- Field 14 
- Field 14 Value 
- Field 15 
- Field 15 Value 
- Field 16 
- Field 16 Value 
- Field 17 
- Field 17 Value 
- Field 18 
- Field 18 Value 
- Field 19 
- Field 19 Value 
- Field 20 
- Field 20 Value 
 
- Get OTM Tables- Get the Available One-to-many tables from your Agillic instance Try It
- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
 
- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
- One-to-Many TableRequired 
 
- Unique Recipient Identifier FieldRequired 
- Unique Recipient Identifier ValueRequired 
- Person Data Fields 
 







