Create new cards in BrokerEngine for updated contacts in Keap
Efficiently manage contacts and streamline your sales process with this Keap and BrokerEngine workflow. When a contact is updated in Keap, it automatically creates a new card in BrokerEngine, keeping essential contact information current. Simplify this crucial step in your sales pipeline, staying organized while saving time.
Efficiently manage contacts and streamline your sales process with this Keap and BrokerEngine workflow. When a contact is updated in Keap, it automatically creates a new card in BrokerEngine, keeping essential contact information current. Simplify this crucial step in your sales pipeline, staying organized while saving time.
- When this happens...Updated Contact
Triggers when an existing contact is updated.
- automatically do this!New Card
Triggers when a new lead is created.
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