EasyMe + Interact

Manage new Interact leads by creating or updating clients in EasyMe

Easily manage your client relationship and streamline your workflow by keeping track of new leads in Interact. With this setup, every time a new lead comes in Interact, the client information is promptly updated or created in EasyMe. This reduces manual data entry and ensures you don't miss opportunities to converse with potential clients, facilitating seamless customer relationship management.

Easily manage your client relationship and streamline your workflow by keeping track of new leads in Interact. With this setup, every time a new lead comes in Interact, the client information is promptly updated or created in EasyMe. This reduces manual data entry and ensures you don't miss opportunities to converse with potential clients, facilitating seamless customer relationship management.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    EasyMeEasyMe
    Create or Update Client

    Creates or updates a client.

    ActionWrite
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Supported triggers and actions

    • TagRequired

    Trigger
    Instant
    Try It
    • E-MailRequired

    • Name

    • Phone

    • PIN/CPR

    • Description

    • Address

    • Double opt-in

    • Add Tags

    • Remove Tags

    • File

    • File name

    Action
    Write
easyme logo
easyme logo

About EasyMe

EasyMe is an all-in-one booking, payment, marketing and online course platform for knowledge workers.

Related categories

  • Marketing Automation

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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

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