Create new IXACT Contact CRM leads from Showcase IDX leads
Effortlessly manage your new leads with this efficient workflow that connects Showcase IDX and IXACT Contact CRM. When a new lead is added in Showcase IDX, it will instantly create a lead in your IXACT Contact CRM, keeping both platforms up-to-date and ensuring no potential clients slip through the cracks. Say goodbye to manual lead entry and hello to a more organized and streamlined lead management process.
Effortlessly manage your new leads with this efficient workflow that connects Showcase IDX and IXACT Contact CRM. When a new lead is added in Showcase IDX, it will instantly create a lead in your IXACT Contact CRM, keeping both platforms up-to-date and ensuring no potential clients slip through the cracks. Say goodbye to manual lead entry and hello to a more organized and streamlined lead management process.
- When this happens...New Lead
Triggers when a lead registers their account.
- automatically do this!Create Lead
Create a new lead
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New Lead
Triggers when a lead registers their account.
Try ItFirst NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes
New Message
Triggers when a message is sent by a lead.
Try ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes