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involve.me + Systemate

Process new completed submissions in involve.me and create or update contacts in Systemate

Efficiently manage your involve.me and Systemate contacts with this seamless workflow. When new submissions are completed in involve.me, this automation will promptly create or update a contact and move them to the appropriate stage in Systemate. Stay organized and save valuable time, allowing you to focus on expanding your business and enhancing customer engagement.

Efficiently manage your involve.me and Systemate contacts with this seamless workflow. When new submissions are completed in involve.me, this automation will promptly create or update a contact and move them to the appropriate stage in Systemate. Stay organized and save valuable time, allowing you to focus on expanding your business and enhancing customer engagement.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    SystemateSystemate
    Create/Update Contact/Move Contact

    Creates a new Contact, Updates existing Contact & Moves the Contact anywhere in your pipelines

    ActionWrite
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Supported triggers and actions

What does this mean?
    • First Name

    • Last Name

    • Email

    • Phone

    • Property Address

    • Property City

    • Property State

    • Property Zip

    • Tax Mailing Address

    • Tax Mailing City

    • Tax Mailing State

    • Tax Mailing Zip

    • Other Address

    • Other City

    • Other State

    • Other Zip

    • Pipeline

    • Stage

    • Apply a Tag

    Action
    Write
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
systemate logo
systemate logo

About Systemate

Systemate is an all-in-one system for real estate investors

Related categories