DASH Technology + iFactFind

DASH Technology + iFactFind integrations

Create new DASH Technology contacts from new iFactFind clients

Enhance your client management process and save time by automating your workflow with this iFactFind to DASH Technology integration. With this setup, every time a new client is added in iFactFind, a contact is simultaneously created in DASH Technology, ensuring you have a unified and up-to-date client database. This seamless transfer of information not only eliminates manual data entry but also boosts your productivity and improves client service.

When this happens...
New ClientTriggers when a new client is added or an existing client is updated in iFactFind.
TriggerPolling
automatically do this!
Create ContactCreate Contact in ROAR
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with iFactFind and DASH Technology

Discover other triggers and actions you can use with iFactFind and DASH Technology

New Client
Triggers when a new client is added or an existing client is updated in iFactFind.
Trigger
Polling
Try It
- Email
  Required
- Subject
  Required
- Comment
  Required
- Categories
- Attachment
Action
Write

- Title
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Email
- Phone
- Street
- Suburb
- State
- Postcode
- Country
- Categories
- Referrer
- About
Action
Write

About DASH Technology

DASH Technology is the Advice Marketplace - Connecting technology to better deliver financial advice

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About iFactFind

iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.