Encharge + Pagewheel
Manage new Pagewheel orders by adding or updating persons in Encharge
Drive your customer relations to the next level with this seamless workflow. Whenever a new order is received in Pagewheel, it will update or add the person's information in Encharge. This automation ensures your Encharge records are always up-to-date with the latest order information, enhancing your ability to provide personalized customer service. Not only does this process save time, it provides valuable insights from your Pagewheel activities instantly.
Drive your customer relations to the next level with this seamless workflow. Whenever a new order is received in Pagewheel, it will update or add the person's information in Encharge. This automation ensures your Encharge records are always up-to-date with the latest order information, enhancing your ability to provide personalized customer service. Not only does this process save time, it provides valuable insights from your Pagewheel activities instantly.
- When this happens...New Order
Triggers when a new Order (Lead or Sale) is delivered or paid.
- automatically do this!Add or Update Person
Create a new person or update an existing one.
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