Create new contacts in zipForm Plus from new contacts in Close
Effortlessly keep your contact information organized between Close and zipForm Plus with this seamless workflow. Whenever a new contact is added to your Close app, their details will be instantly transferred to create a new contact in zipForm Plus. Stay on top of managing your leads and clients without manual data entry, allowing you to focus on building relationships and growing your business.
Effortlessly keep your contact information organized between Close and zipForm Plus with this seamless workflow. Whenever a new contact is added to your Close app, their details will be instantly transferred to create a new contact in zipForm Plus. Stay on top of managing your leads and clients without manual data entry, allowing you to focus on building relationships and growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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