Update and manage contacts in ClickFunnels when contacts in Canopy are updated
Keep your ClickFunnels contacts current whenever changes occur in your Canopy contact information. This workflow activates when an update to individual contact information is detected in Canopy and instantly mirrors that change in ClickFunnels, maintaining consistency between the two applications. Maintain seamless interaction with your contacts and focus on building relationships instead of manual data entry.
Keep your ClickFunnels contacts current whenever changes occur in your Canopy contact information. This workflow activates when an update to individual contact information is detected in Canopy and instantly mirrors that change in ClickFunnels, maintaining consistency between the two applications. Maintain seamless interaction with your contacts and focus on building relationships instead of manual data entry.
- When this happens...
- automatically do this!Update or Create Contact (By Email Address)
Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values.
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