Create UpLaunch contacts from new completed involve.me submissions
Streamline your contact management process with this efficient workflow. When a new submission is marked as completed in involve.me, a contact will be created in UpLaunch. This automation saves you time and ensures that your contacts are updated as soon as they complete submissions, allowing you to maintain organized records and focus on what matters most.
Streamline your contact management process with this efficient workflow. When a new submission is marked as completed in involve.me, a contact will be created in UpLaunch. This automation saves you time and ensures that your contacts are updated as soon as they complete submissions, allowing you to maintain organized records and focus on what matters most.
- When this happens...
- automatically do this!Create Contact
Creates a new contact.
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involve.me ProjectRequired
Try ItContactRequired
Staff MemberRequired
Appointment TypeRequired
Start Date and TimeRequired
Disable UpLaunch Appointment Notifications?Required
ContactRequired
First Name
Last Name
Email
Campaign
Client Journey
Assigned Staff
Phone
Gender
Birthday
Address 1
Address 2
City
State
Postal Code
EmailRequired
First NameRequired
Last NameRequired
JourneyRequired
CampaignRequired
Assigned StaffRequired
Phone
Gender
Birthday
Address Line 1
Address Line 2
City
State
Postal Code
New Contact
Triggers when a new contact is created.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
JourneyRequired
CampaignRequired
Assigned StaffRequired
Phone
Gender
Birthday
Address Line 1
Address Line 2
City
State
Postal Code
EmailRequired