Create new Ignition clients from new 17hats contacts
Boost your efficiency by enhancing your customer management process with this convenient workflow. When a new contact is added in 17hats, it immediately creates a new client in the Ignition app. This ensures your client information is consistent and up-to-date across both platforms, saving you the time and effort of manual data entry. This seamless integration helps you stay organized and focused on building relationships with your clients.
Boost your efficiency by enhancing your customer management process with this convenient workflow. When a new contact is added in 17hats, it immediately creates a new client in the Ignition app. This ensures your client information is consistent and up-to-date across both platforms, saving you the time and effort of manual data entry. This seamless integration helps you stay organized and focused on building relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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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
Proposal Accepted
Triggers when a proposal is accepted.
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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
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try It