Affinity + Interact
Add new Interact leads to Affinity as persons, organizations, or opportunities in a list
Effortlessly manage your new leads from Interact by adding them to Affinity lists with this seamless workflow. Once set up, every time a new lead is generated in Interact, they'll be added as a person, organization, or opportunity to a specified list in Affinity. This automation simplifies your lead nurturing process, ensuring all relevant information is organized and easily accessible, enabling you to build stronger relationships and close more deals.
Effortlessly manage your new leads from Interact by adding them to Affinity lists with this seamless workflow. Once set up, every time a new lead is generated in Interact, they'll be added as a person, organization, or opportunity to a specified list in Affinity. This automation simplifies your lead nurturing process, ensuring all relevant information is organized and easily accessible, enabling you to build stronger relationships and close more deals.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add a Person, Organization, or Opportunity to a List
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
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