Add new 17hats contacts to Sierra Interactive action plans automatically
Effortlessly manage your new contacts in 17hats with this seamless workflow. When a new contact is added in 17hats, this automation creates a new contact in Sierra Interactive, applying a Traditional Action Plan in the process. Save time while ensuring a consistent experience for your contacts and stay organized with this efficient solution.
Effortlessly manage your new contacts in 17hats with this seamless workflow. When a new contact is added in 17hats, this automation creates a new contact in Sierra Interactive, applying a Traditional Action Plan in the process. Save time while ensuring a consistent experience for your contacts and stay organized with this efficient solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Apply Traditional Action Plan
Apply a Traditional Action Plan.
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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
SiteRequired
AgentRequired
Source Type
Type
SourceRequired
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
SiteRequired
AgentRequired
Try It


