Create clients in Docspo from updated contacts in Keap
Keep your client information up-to-date across platforms with this efficient workflow. Whenever you update a contact in Keap, it will automatically create a new client in Docspo, ensuring your records stay organized and consistent. Save time and minimize manual data entry with this seamless process.
Keep your client information up-to-date across platforms with this efficient workflow. Whenever you update a contact in Keap, it will automatically create a new client in Docspo, ensuring your records stay organized and consistent. Save time and minimize manual data entry with this seamless process.
- When this happens...Updated Contact
Triggers when an existing contact is updated.
- automatically do this!Create Client
Creates a new client
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