Add new Crelate contacts to Connect 365 instantly
Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.
Simplify your contact management process with this efficient workflow. When a new contact is added in Crelate, it will instantly create a contact in Connect 365. This automation ensures none of your important contacts slip through the cracks, saving you precious time and removing the hassle of manual data entry. Utilize this workflow to keep both your Crelate and Connect 365 contact lists aligned and up to date.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Add a Contact
Adds this contact to your connect365 account contacts list.
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New Company
Triggers when a company is created.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Job
Triggers when a job is created.
Try ItNameRequired
External ID
Description
Company Type
Parent Company
Billing Contact
Street Address
City
State
Zip Code
Main Phone
Fax
Sales Email
Sales Phone
Support Email
Support Phone
Other Email
Skype Phone
Website
Blog
LinkedIn
Facebook
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItUpdated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItUpdated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try ItFirst NameRequired
Middle Name
Last Name
Salutation
External Id
Current Position Title
Current Company
Street Address
City
State
Zip Code
Mobile Phone
Work Phone
Personal Email Address
Work Email Address
Other Email Address
Personal Website Url
Business Url
Blog Url
Facebook Url
LinkedIn Url
Birthday
Anniversary Date
Salary