eForma + Interact
Create new eForma leads when Interact generates fresh leads
Easily streamline your lead management process with this workflow. When a new lead is captured in Interact, it instantly creates a lead in eForma, eliminating manual data entry and ensuring more efficient handling of your prospects. Stay organized and focus on nurturing relationships, while this automation takes care of the administrative work.
Easily streamline your lead management process with this workflow. When a new lead is captured in Interact, it instantly creates a lead in eForma, eliminating manual data entry and ensuring more efficient handling of your prospects. Stay organized and focus on nurturing relationships, while this automation takes care of the administrative work.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Lead
Creates a new Lead
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