17hats + Kiflo PRM
Create deals in Kiflo PRM for new 17hats contacts
Easily manage new contacts and their deals with this 17hats and Kiflo PRM workflow. When a new contact is added in 17hats, a deal will be created for them in Kiflo PRM, saving you time and ensuring you never lose track of potential opportunities. Stay organized and streamline your contact management process with this efficient automation.
Easily manage new contacts and their deals with this 17hats and Kiflo PRM workflow. When a new contact is added in 17hats, a deal will be created for them in Kiflo PRM, saving you time and ensuring you never lose track of potential opportunities. Stay organized and streamline your contact management process with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Triggers when a new deal is added.
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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
Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
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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
Contact Added
Triggers when a new contact is added.
Try It
