17hats + FlowyTeam

17hats + FlowyTeam integrations

Create new FlowyTeam leads from new 17hats contacts

When a new contact is added in 17hats, let this workflow streamline your process by creating a new lead in FlowyTeam. This automation helps your team stay updated with potential leads without manual data entry, making your client management more efficient. Use this to ensure that no potential customer slips through the cracks in your business process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create New LeadTriggers when a new Lead is created in your FlowyTeam account
ActionWrite

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More things you can do with 17hats and FlowyTeam

Discover other triggers and actions you can use with 17hats and FlowyTeam

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
Create Employee
Triggers when a new employee is updated in your FlowyTeam account
Trigger
Instant
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Create Lead
Triggers when a new Lead is created in your FlowyTeam account
Trigger
Instant
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Update Employee
Triggers when an employee's records is updated in your FlowyTeam account
Trigger
Instant
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Update Lead
Triggers when a lead is updated in your FlowyTeam account
Trigger
Instant
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- Company ID
- Employee ID
  Required
- Employee Name
  Required
- Preferred Name
  Required
- Email
  Required
- Mobile
  Required
- Password
  Required
- Password Confirmation
  Required
- Joining Date
  Required
- Gender
  Required
- Designation
- Department
- Login
  Required
- Status
  Required
Action
Write
- Select Objective
  Required
- Objective Type
  Required
- Title
  Required
- Description
- Unit Value
  Required
- Initial Value
  Required
- Target Value
  Required
- Current Value
  Required
- Current Percentage
  Required
- Leader Email
Action
Write
- Select Department
- Objective Type
  Required
- Title
  Required
- Description
- Weight
  Required
- Confidence
  Required
- Started At
  Required
- Finished At
  Required
- Leader Email
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- 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
Action
Search or write
Create Key Result
Triggers when an key reuslt is created inside app or through API call.
Trigger
Instant
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Create Objective
Triggers when an objective is created inside app or through API call.
Trigger
Instant
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Update Key Result
Triggers when an key result is updated inside app or through API call.
Trigger
Instant
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Update Objective
Triggers when an objective is updated inside app or through API call.
Trigger
Instant
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- Select KPI
  Required
- Period Key
  Required
- Current Value
  Required
- Target Value
  Required
Action
Write
- Company Name
  Required
- Website
- Address
- Client Name
  Required
- Client Email
  Required
- Mobile
- Note
- Next Follow Up
  Required
- Agent Name
- Source Name
- Status
Action
Write

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

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Related categories

CRM (Customer Relationship Management)

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About FlowyTeam

FlowyTeam provides a one-stop centre to track and improve your team’s productivity via Task Management, Project Management, Attendance & Time-log, Client & Lead Management and effective productivity software your team needs.

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Related categories

Productivity