Create Easy Projects projects from new Keap contacts
Effortlessly manage your new contacts and projects with this seamless workflow between Keap and Easy Projects. When a new contact is added to Keap, a corresponding project will be created in Easy Projects, ensuring your team stays organized and up-to-date on all client information. Streamline your processes and enhance efficiency with this intuitive automation.
Effortlessly manage your new contacts and projects with this seamless workflow between Keap and Easy Projects. When a new contact is added to Keap, a corresponding project will be created in Easy Projects, ensuring your team stays organized and up-to-date on all client information. Streamline your processes and enhance efficiency with this intuitive automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
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