Altitude CRM + Levitate

Add new Altitude CRM contacts to Levitate

New contacts in your CRM should be ready for relationship marketing right away. This automation creates a contact in Levitate whenever a new contact is added in Altitude CRM, so your outreach platform reflects your latest additions automatically. Reduce manual list transfers and keep your follow-up efforts aligned with your growing contact base.

New contacts in your CRM should be ready for relationship marketing right away. This automation creates a contact in Levitate whenever a new contact is added in Altitude CRM, so your outreach platform reflects your latest additions automatically. Reduce manual list transfers and keep your follow-up efforts aligned with your growing contact base.

  1. When this happens...
    Altitude CRMAltitude CRM
    Contact Created or Updated

    Triggers when a contact is created or updated.

    TriggerInstant
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

    • ListRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • ListRequired

    Action
    Write
    • ContactRequired

    • ListRequired

    Action
    Write
    • Email AddressRequired

    Action
    Search
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altitude-crm logo

About Altitude CRM

Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.

Related categories

  • CRM (Customer Relationship Management)
levitate logo
levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn more

Related categories

  • CRM (Customer Relationship Management)