Fieldnotes + Realvolve
Update or add contacts in Fieldnotes with new contacts in Realvolve
Connect your other CRMs with Fieldnotes and make the leads automatically flow into one another, hassle free! This Zap does just that, automatically updating or adding a contact in Fieldnotes for each new contact in Realvolve.
Connect your other CRMs with Fieldnotes and make the leads automatically flow into one another, hassle free! This Zap does just that, automatically updating or adding a contact in Fieldnotes for each new contact in Realvolve.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItNew AI Status
Triggers when AI status of the contact is changed.
Try ItTime Duration (minutes)
Try ItNew or Updated Meeting Note
Triggers when you add or update a meeting note.
Try It
Full Name
Title
Company
Home Address
Home Phone
Home Mobile Number
Home Email
Work Address
Work Phone
Work Mobile Number
Work Email
Tags
Contact Source
Start Workflow on New Contact
Start Workflow on Contact Update
Run Update Workflow Only Once
Record Owner
Notes
Attachment URL
SMS Text Message
Time Duration (minutes)
Try ItNew Conversation
Triggers when the conversation is added.
Try ItTime Duration (minutes)
Try It
