OptinMonster + Tookan
Create appointment tasks in Tookan for new OptinMonster leads
Effortlessly streamline your lead management process with this time-saving workflow. When a new lead is captured in OptinMonster, an appointment task will be created in Tookan, ensuring prompt follow-ups without any manual intervention. Stay organized and never miss an opportunity to connect with potential clients, boosting your conversion rates and driving your business forward.
Effortlessly streamline your lead management process with this time-saving workflow. When a new lead is captured in OptinMonster, an appointment task will be created in Tookan, ensuring prompt follow-ups without any manual intervention. Stay organized and never miss an opportunity to connect with potential clients, boosting your conversion rates and driving your business forward.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create an Appointment Task
Creates an Appointment Task.
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CampaignRequired
Integration Display Name
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
