Altitude CRM + Elements Financial Advisor Tools
Add new Elements prospects as contacts in Altitude CRM
Finding it tedious to manually add new prospects from Elements to Altitude CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Altitude CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.
Finding it tedious to manually add new prospects from Elements to Altitude CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Altitude CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Contact
Creates a new contact.
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New Prospect
Triggers when a new prospect is added to Elements.
Try ItListRequired
Try ItContactRequired
ListRequired
ContactRequired
ListRequired
Contact Created or Updated
Triggers when a contact is created or updated.
Try ItListRequired
Try ItEmailRequired
First Name
Last Name
Dear (Salutation)
Phone
Status
Street Address
Street Address 2
City
State/Province
ZIP/Postal Code
Country
Tags
Household Name
ContactRequired
First Name
Last Name
Email
Phone
Status
Street Address
Street Address 2
City
State/Province
ZIP/Postal Code
Country
