Customers.ai + HL Pro Tools
Create new HL Pro Tools contacts when connection widgets are reached in Customers.ai
When a connection widget is reached in Customers.ai, this workflow triggers an action to create a new contact in HL Pro Tools. This efficient process ensures that you never miss an important touchpoint, keeping your database up to date and improving your customer relationships. No manual data entry required, so you can spend more time focusing on customer engagement.
When a connection widget is reached in Customers.ai, this workflow triggers an action to create a new contact in HL Pro Tools. This efficient process ensures that you never miss an important touchpoint, keeping your database up to date and improving your customer relationships. No manual data entry required, so you can spend more time focusing on customer engagement.
- When this happens...Connection Widget Reached
Triggers when a Connection Widget is reached in a Dialogue.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
