Interact + Pillar
Create Pillar customers from new Interact leads instantly
With this workflow, streamline your sales process by connecting your Interact and Pillar apps. Whenever there's a new lead in Interact, it initiates a process to create a customer profile in your Pillar system. This direct connection not only accelerates your customer onboarding process but also eliminates the chance of any manual data-input error.
With this workflow, streamline your sales process by connecting your Interact and Pillar apps. Whenever there's a new lead in Interact, it initiates a process to create a customer profile in your Pillar system. This direct connection not only accelerates your customer onboarding process but also eliminates the chance of any manual data-input error.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Pillar Customer
Add customer in Pillar customer table
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