Create Missive drafts from new Interact leads with ease
Streamline your lead management process with this automation workflow. Whenever a new lead is captured in Interact, a draft will be created in Missive, ensuring a timely follow-up with potential clients. Save valuable time and improve response rates by letting this seamless integration handle the process for you.
Streamline your lead management process with this automation workflow. Whenever a new lead is captured in Interact, a draft will be created in Missive, ensuring a timely follow-up with potential clients. Save valuable time and improve response rates by letting this seamless integration handle the process for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Draft
Creates a new draft, and optionally sends it.
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QuizRequired
Try ItNew Contact Book
Triggers when a contact book is created.
Try ItContact BookRequired
Try ItContact BookRequired
First Name
Last Name
Middle Name
Phonetic First Name
Phonetic Last Name
Phonetic Middle Name
Prefix
Suffix
Nickname
File As
Notes
Starred
Gender
Organization
Comment is a task?
Comment text contains
Comment text starts with
Comment text ends with
Try ItContact BookRequired
KindRequired
Try ItTypeRequired
Organization
Message contains
Try ItSubject
Body
Account
From Name
From Address
From Phone Number
name
address
Phone number
Recipient ID
Recipient username
name
address
name
address
Filename
Base 64 Data
Send
Conversation Subject
Conversation Color
Conversation
References
Add To Inbox
Organization