OptinMonster + Tookan
Create Tookan delivery tasks for new OptinMonster leads
Easily manage new leads from OptinMonster by automatically creating delivery tasks in Tookan. With this automation, whenever a new lead is captured in OptinMonster, a delivery task will be created in Tookan, streamlining your lead management process and ensuring efficient follow-ups. Stay organized and never miss a lead with this seamless workflow between OptinMonster and Tookan.
Easily manage new leads from OptinMonster by automatically creating delivery tasks in Tookan. With this automation, whenever a new lead is captured in OptinMonster, a delivery task will be created in Tookan, streamlining your lead management process and ensuring efficient follow-ups. Stay organized and never miss a lead with this seamless workflow between OptinMonster and Tookan.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create a Delivery Task
Creates a new Delivery Task.
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CampaignRequired
Integration Display Name
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
