BrokerSpot + IXACT Contact CRM
Create new IXACT Contact CRM leads from new BrokerSpot leads
Stay on top of your leads with this simple workflow. Whenever a new lead comes up in BrokerSpot, it will instantly create a lead in IXACT Contact CRM, ensuring you never miss an opportunity. This efficient process eliminates manual data entry, saving your time and effort while keeping your contact management streamlined and up to date.
Stay on top of your leads with this simple workflow. Whenever a new lead comes up in BrokerSpot, it will instantly create a lead in IXACT Contact CRM, ensuring you never miss an opportunity. This efficient process eliminates manual data entry, saving your time and effort while keeping your contact management streamlined and up to date.
- When this happens...New Lead
Triggers when a New Lead is created.
- automatically do this!Create Lead
Create a new lead
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New Lead
Triggers when a New Lead is created.
Try ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
First NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes
