Accelo + BizConnect
Manage new BizConnect contacts by creating or updating contacts in Accelo
Automate the process of updating your contacts with this simple workflow. When a new contact is added in BizConnect, it immediately updates or creates a new contact in Accelo. Save time and ensure your customer data is always synchronized between both platforms for efficient communication and record-keeping. This automated solution provides a seamless way to stay ahead of your contact management tasks.
Automate the process of updating your contacts with this simple workflow. When a new contact is added in BizConnect, it immediately updates or creates a new contact in Accelo. Save time and ensure your customer data is always synchronized between both platforms for efficient communication and record-keeping. This automated solution provides a seamless way to stay ahead of your contact management tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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New Contact
Triggers when a new contact is created.
Try ItTask Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
New Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
