Create or update Gainsight companies for new Interact leads
Efficiently manage your leads and improve customer relationships with this workflow between Interact and Gainsight. Whenever a new lead is added in Interact, this automation will create or update a company in Gainsight, ensuring your data is always up-to-date and consistent. This seamless integration will help you save time and focus on nurturing leads for a successful sales process.
Efficiently manage your leads and improve customer relationships with this workflow between Interact and Gainsight. Whenever a new lead is added in Interact, this automation will create or update a company in Gainsight, ensuring your data is always up-to-date and consistent. This seamless integration will help you save time and focus on nurturing leads for a successful sales process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Company
Allows the user to dynamically populate all fields and create/update a company
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QuizRequired
Try ItUpsert Person
Allows the user to create/update a person with dynamic input fields
Object Name
ActionRequired
Update Key
Object NameRequired
ActionRequired
Update Key