DashClicks + Interact
Create new DashClicks persons (contacts) from new Interact leads
Streamline your lead management process with this seamless workflow. Whenever you secure a new lead in Interact, it will create a new contact in DashClicks. This efficient system helps you save time, reduce manual data entry, and ensures your contacts are always up-to-date across both platforms. Enhance your productivity and keep your focus on nurturing those valuable new leads.
Streamline your lead management process with this seamless workflow. Whenever you secure a new lead in Interact, it will create a new contact in DashClicks. This efficient system helps you save time, reduce manual data entry, and ensures your contacts are always up-to-date across both platforms. Enhance your productivity and keep your focus on nurturing those valuable new leads.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create New Person (Contacts)
Create a new contact of type person in your Contacts App
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QuizRequired
Try ItBusiness Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try It
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It
