IXACT Contact CRM + Luxury Presence
Create new leads in IXACT Contact CRM from new lead activities in Luxury Presence
Manage your leads efficiently with this workflow. When a new lead or lead activity occurs in Luxury Presence, a lead will be created in your IXACT Contact CRM. This automation ensures seamless integration between the two platforms, allowing your team to focus on nurturing leads rather than data entry, making your real estate dealings more organized and effective.
Manage your leads efficiently with this workflow. When a new lead or lead activity occurs in Luxury Presence, a lead will be created in your IXACT Contact CRM. This automation ensures seamless integration between the two platforms, allowing your team to focus on nurturing leads rather than data entry, making your real estate dealings more organized and effective.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Create Lead
Create a new lead
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
First NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes
