Placester integration with IXACT Contact CRM
How to Create IXACT Contact CRM contacts for new Placester contact form submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create IXACT Contact CRM contacts for new Placester contact form submissions" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate IXACT Contact CRM integrations
IXACT Contact CRM actions
Nekton can use any feature that is available in IXACT Contact CRM API.
Using our advanced AI, you can easily create custom automations for IXACT Contact CRM.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new Contact record
Create Lead
Create a new lead
About IXACT Contact CRM
IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.