Create new cards in Flozy boards from new leads in Interact
Easily transform your new leads from Interact into actionable tasks with this workflow. When a new lead is detected in Interact, it instantly creates a new task card in your Flozy boards. This is an effective way to ensure your team starts working on potential customers promptly, keeping your sales pipeline moving fluidly.
Easily transform your new leads from Interact into actionable tasks with this workflow. When a new lead is detected in Interact, it instantly creates a new task card in your Flozy boards. This is an effective way to ensure your team starts working on potential customers promptly, keeping your sales pipeline moving fluidly.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Card in Boards
Creates a card in a board
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