Interact + Rocketlane

Create projects in Rocketlane for new leads in Interact

Effortlessly streamline your sales and project management process with this automation between Interact and Rocketlane. When a new lead is generated in Interact, this workflow will automatically create a new project in Rocketlane, saving you time and ensuring a seamless transition between capturing leads and project initiation. Enhance your team's efficiency and never miss an opportunity to engage with valuable prospects.

Effortlessly streamline your sales and project management process with this automation between Interact and Rocketlane. When a new lead is generated in Interact, this workflow will automatically create a new project in Rocketlane, saving you time and ensuring a seamless transition between capturing leads and project initiation. Enhance your team's efficiency and never miss an opportunity to engage with valuable prospects.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
rocketlane logo
rocketlane logo

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

Related categories

  • Project Management