DeltaNet CRM + Interact
Add new Interact leads to DeltaNet CRM groups effortlessly
Stay on top of your growing business with this easy-to-use automation. When you receive a new lead in your Interact app, this workflow will instantly add them to a group in your DeltaNet CRM, ensuring a seamless transfer of contact information. Save time and maintain organization, allowing you to focus on nurturing your new leads.
Stay on top of your growing business with this easy-to-use automation. When you receive a new lead in your Interact app, this workflow will instantly add them to a group in your DeltaNet CRM, ensuring a seamless transfer of contact information. Save time and maintain organization, allowing you to focus on nurturing your new leads.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add to Group
Add customer to group
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QuizRequired
Try ItProcessed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
