97Display + Vendasta integrations
Create or update Vendasta contacts from new 97Display leads
Boost your sales efforts with this seamless connection between 97Display and Vendasta. When a new lead is detected in 97Display, this workflow springs into action, updating or creating a new contact in Vendasta. Ditch the mundane task of manual data entry and allow this streamlined solution to keep your contact list up-to-date, giving you more time to focus on nurturing leads and closing deals.
- 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 or Updates a contact. Also used to return values for an existing record.
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More things you can do with 97Display and Vendasta
Discover other triggers and actions you can use with 97Display and Vendasta
- New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItTriggerInstant - Note for Vendasta App as trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
ActionWrite
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Type
- Date Created
- Interest Program
- Tags
- Source
- Program Id
ActionWrite- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
ActionWrite
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Vendasta provides a single place for your sales teams to view key information about your customers.
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