Create new client companies in Client Hub from new contacts in Keap
Easily manage your growing client base with this efficient workflow. Whenever a new contact is added in Keap, a new client company is created in Client Hub. This seamless process ensures your clientele records are updated and organized, saving you ample time and enhancing productivity. Keep your business relevant and efficient with this smart automation between Keap and Client Hub.
Easily manage your growing client base with this efficient workflow. Whenever a new contact is added in Keap, a new client company is created in Client Hub. This seamless process ensures your clientele records are updated and organized, saving you ample time and enhancing productivity. Keep your business relevant and efficient with this smart automation between Keap and Client Hub.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Client Company
Creates a new Client Company
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