InTouch Tool + Crelate Integrations
How to connect InTouch Tool + Crelate
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All Followups SentTriggers when all followups were sent and there were no reply.Trigger- New ConnectionTriggers when a person connects with you on LinkedIn.Trigger
- First ReplyTriggers when a prospect responds on LinkedIn for the first time.Trigger
- Create a ProspectCreates a prospectAction
- Pause a ProspectPauses prospect from further communication so they won't receive any messages moving forward.Action
New CompanyTriggers when a company is created.Trigger- Updated CompanyTriggers when a company's details are updated. Does not trigger on new activities.Trigger
- New ContactTriggers when a contact is created.Trigger
- Crelate
Triggers when a contact's details are updated. Does not trigger on new activities.
Instant
Trigger
- Crelate
Triggers when a job is created.
Instant
Trigger
- Crelate
Triggers when a job's details are updated. Does not trigger on new activities.
Instant
Trigger
- Crelate
Creates a new company.
Scheduled
Action
- Crelate
Creates a new contact.
Scheduled
Action
- Crelate
Creates a new job.
Scheduled
Action
- Crelate
Creates a new note.
Scheduled
Action
- Crelate
Creates a new task.
Scheduled
Action
- Crelate
Updates an existing company.
Scheduled
Action
- Crelate
Updates an existing contact.
Scheduled
Action
- Crelate
Update an existing job.
Scheduled
Action
- Crelate
Updates a company, contact, or job's tags.
Scheduled
Action
- Crelate
Finds an existing company.
Scheduled
Action
- Crelate
Finds an existing contact.
Scheduled
Action
- Crelate
Finds an existing job.
Scheduled
Action
How InTouch Tool + Crelate Integrations Work
- Step 1: Authenticate InTouch Tool and Crelate.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About InTouch Tool
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