97Display + Keap integrations
Create or update Keap contacts from new 97Display leads
Streamline your lead management process with this automated workflow. Whenever a new lead emerges in 97Display, it instantly populates or updates the corresponding contact details in Keap. This ensures you stay on top of all your prospects, providing a seamless transition between the two platforms and saving you valuable time spent on manual data input.
- When this happens...New LeadTriggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
- automatically do this!Create or Update ContactCreates a new contact or updates an existing contact.
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More things you can do with 97Display and Keap
Discover other triggers and actions you can use with 97Display and Keap
- New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItTriggerInstant - New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerPolling - Appointment Trigger Requirement
- Appointment events this trigger will listen to:Required
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Type
- Date Created
- Interest Program
- Tags
- Source
- Program Id
ActionWrite- New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerPolling - Company events this trigger will listen to:Required
Try ItTriggerInstant- Invoice events this trigger will listen to:Required
Try ItTriggerInstant
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