17hats + Wheelbase
Create Wheelbase customers from new 17hats contacts for seamless management
Effortlessly manage your customer base with this seamless workflow between 17hats and Wheelbase. When you add a new contact in 17hats, this automation will create a customer in Wheelbase, saving you time and ensuring your records stay up-to-date. Let technology do the work, so you can focus on delivering exceptional service to your customers.
Effortlessly manage your customer base with this seamless workflow between 17hats and Wheelbase. When you add a new contact in 17hats, this automation will create a customer in Wheelbase, saving you time and ensuring your records stay up-to-date. Let technology do the work, so you can focus on delivering exceptional service to your customers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Create a new customer.
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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
Status
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
New Customer
Triggers when a new customer is created.
Try It
