Interact + Practifi
Create Practifi clients from new Interact leads for seamless lead management
Efficiently manage your new leads with this seamless workflow that connects Interact and Practifi. When a new lead is generated in Interact, this automation swiftly creates a new client in Practifi, ensuring that you can nurture and track your potential clients without any delays. Save time and stay organized as this integration streamlines your lead management process.
Efficiently manage your new leads with this seamless workflow that connects Interact and Practifi. When a new lead is generated in Interact, this automation swiftly creates a new client in Practifi, ensuring that you can nurture and track your potential clients without any delays. Save time and stay organized as this integration streamlines your lead management process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client
Create a client, its primary contact and optionally kick off a process.
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QuizRequired
Try ItUpdate usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Key
Prospect Name
Notes
Start New Prospect Process
Segment
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Street
City
State
Postal Code
Country
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
IdRequired
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Client Key
Update usingRequired
Id
Key
Prospect Name
Notes
Segment
Id
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Street
City
State
Postal Code
Country
