Lead Forensics integration with Microsoft Excel
How to Add new Lead Forensics visits to Microsoft Excel rows for seamless tracking and organization
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Lead Forensics visits to Microsoft Excel rows for seamless tracking and organization" and then click on "Automate".
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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 Lead Forensics integrations
Lead Forensics actions
Nekton can use any feature that is available in Lead Forensics API.
Using our advanced AI, you can easily create custom automations for Lead Forensics.
Here are some typical actions you can do in your automated workflows.
New Contact
Triggers when a new Contact is added to the Lead Forensics portal.
New Trigger Visit
Triggers when a new visit that meets a trigger report is completed.
New Visit
Triggers when a new Visit completes.
About Lead Forensics
Lead Forensics is software for turbo-charged lead generation.