Act! + Wello Solutions
Create or update companies and contacts in Wello Solutions with new Act! contacts
After creating a new Contact in Act!, this integration automatically sends them directly to Wello Solutions. This Zapier automation will allow you to directly create or update the company and contact in Odyssee with the right data.
After creating a new Contact in Act!, this integration automatically sends them directly to Wello Solutions. This Zapier automation will allow you to directly create or update the company and contact in Odyssee with the right data.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
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New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
TypeRequired
ContactRequired
Regarding
Details
Start TimeRequired
End TimeRequired
Private
