FundEasy + Keela
Update or create new Keela contacts from new FundEasy registrants
Streamline your contact management process between FundEasy and Keela with this automation. This workflow gets started when a new registrant is added in FundEasy. It will then create or update an individual contact in Keela correspondingly. Stop duplicate entries and ensure your contact details stay up-to-date across both platforms effortlessly.
Streamline your contact management process between FundEasy and Keela with this automation. This workflow gets started when a new registrant is added in FundEasy. It will then create or update an individual contact in Keela correspondingly. Stop duplicate entries and ensure your contact details stay up-to-date across both platforms effortlessly.
- When this happens...Registrant Trigger
Triggered when actions happen with a registrant
- automatically do this!Create or Update Individual Contact
Creates or updates an Individual Contact
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