Placester integration with IXACT Contact CRM
How to Create IXACT Contact contacts from new Placester website leads
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 "Create IXACT Contact contacts from new Placester website leads" 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 Placester integrations
Placester actions
Nekton can use any feature that is available in Placester API.
Using our advanced AI, you can easily create custom automations for Placester.
Here are some typical actions you can do in your automated workflows.
All Website Leads
Triggers when your site has new or updated leads.
New Contact Form Submission
Triggers when a lead makes a contact request on your site.
New Login
Triggers when a lead logs into a user's site
New Property Added to Favorites
Triggers when a lead favorites an individual property on a user's site
New Saved Search
Triggers when a saved search has been created by a lead on a user's site.
New Account Sign-Up
Triggers when a lead signs up on your site.
About Placester
Placester is a real estate platform which enables real estate agents and brokers to easily create personalized websites, as well as manage leads and their activities.