17hats + CINC
Create notes in CINC for new contacts added in 17hats
Enhance your client relationship management by creating a seamless connection between 17hats and CINC. With this workflow, every time a new contact is added in 17hats, a note will be automatically added to the corresponding contact in CINC. Stay organized and never miss important information about your clients again.
Enhance your client relationship management by creating a seamless connection between 17hats and CINC. With this workflow, every time a new contact is added in 17hats, a note will be automatically added to the corresponding contact in CINC. Stay organized and never miss important information about your clients again.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note
Adds a note to a lead in the CINC CRM.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Agent Assigned
Triggers when an agent is assigned.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try It
