Create transactions in Sprout for newly added contacts in 17hats
Effortlessly manage your contacts and transactions between 17hats and Sprout with this seamless workflow. Once a new contact is added in 17hats, a corresponding transaction will be created in the Sprout app, ensuring your client and financial information is always up-to-date across both platforms. Stay organized and save time by eliminating manual data entry tasks in your business operations.
Effortlessly manage your contacts and transactions between 17hats and Sprout with this seamless workflow. Once a new contact is added in 17hats, a corresponding transaction will be created in the Sprout app, ensuring your client and financial information is always up-to-date across both platforms. Stay organized and save time by eliminating manual data entry tasks in your business operations.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Transaction
Creates a transaction.
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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 Contact
Triggers when a new contact is added to the account.
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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
Deleted Contact
Triggers when a contact is deleted from the account.
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