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.
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 Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItNew Action Sequence
Triggers when a new Action Sequence is added.
Try ItAppointment events this trigger will listen to:Required
Try ItNew Contact
Triggers when a new contact is created.
Try It
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Type
Date Created
Interest Program
Tags
Source
Program Id
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItCompany events this trigger will listen to:Required
Try ItInvoice events this trigger will listen to:Required
Try It