Create and update BenchmarkONE contacts when new Lead Updates invites are accepted
Effortlessly keep your contacts up-to-date with this streamlined workflow. When an invite is accepted in the Lead Updates app, it triggers the creation or updating of a contact in BenchmarkONE. Stay organized by ensuring your contact list is always current and accurate.
Effortlessly keep your contacts up-to-date with this streamlined workflow. When an invite is accepted in the Lead Updates app, it triggers the creation or updating of a contact in BenchmarkONE. Stay organized by ensuring your contact list is always current and accurate.
- When this happens...Invite Accepted
Triggers when an invite is accepted.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
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