Interact + QuoteMachine
Add new Interact leads to QuoteMachine as organizations
Save time and streamline your lead management process by instantly creating organizations in QuoteMachine whenever a new lead is added in Interact. This seamless workflow helps you stay organized and ensures faster follow-ups, improving your chances of converting prospects into customers. Now, you can focus on building relationships instead of manual data entry – let the automation handle the rest.
Save time and streamline your lead management process by instantly creating organizations in QuoteMachine whenever a new lead is added in Interact. This seamless workflow helps you stay organized and ensures faster follow-ups, improving your chances of converting prospects into customers. Now, you can focus on building relationships instead of manual data entry – let the automation handle the rest.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create an Organization
Create an organization (contact)
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QuizRequired
Try ItContact Deleted
Triggers when an contact is deleted.
Try ItInvoice Created
Triggers when an invoice is created (sent or mark as done).
Try ItOrder Created
Triggers when an order is marked as done.
Try It
Contact Created
Triggers when an contact is created.
Try ItContact Updated
Triggers when an contact is updated.
Try ItInvoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItOrder Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try It
