Create clients in Invoice2go from new contacts in Keap
Effortlessly manage your contacts and clients with this seamless workflow between Keap and Invoice2go. When a new contact is added to Keap, this automation will instantly create a client in Invoice2go, streamlining your client management process. Save time and stay organized by simplifying your contact and client data across both platforms.
Effortlessly manage your contacts and clients with this seamless workflow between Keap and Invoice2go. When a new contact is added to Keap, this automation will instantly create a client in Invoice2go, streamlining your client management process. Save time and stay organized by simplifying your contact and client data across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Create a client in Invoice2go
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