Create Salesmate activities for new 17hats contacts
Effortlessly keep track of new contacts in your sales process with this 17hats and Salesmate automation. When a new contact is added in 17hats, a corresponding activity will be created in Salesmate. Stay organized and never miss an important follow-up with this seamless workflow, ensuring you maintain consistent communication with your potential clients.
Effortlessly keep track of new contacts in your sales process with this 17hats and Salesmate automation. When a new contact is added in 17hats, a corresponding activity will be created in Salesmate. Stay organized and never miss an important follow-up with this seamless workflow, ensuring you maintain consistent communication with your potential clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Activity
Creates a new Activity, probably with input from previous steps.
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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
New User
Triggers when a new user created.
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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
New De-Activated User
Triggers when a user is de-activated.
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