involve.me + VanillaSoft
Create and update VanillaSoft contacts from new involve.me submissions
Effortlessly keep your VanillaSoft contacts up to date with this automation. Whenever a new completed submission is received in involve.me, this workflow will add or update the contact in your VanillaSoft app. Save time and maintain accurate data, as you no longer need to manually transfer information between the two platforms.
Effortlessly keep your VanillaSoft contacts up to date with this automation. Whenever a new completed submission is received in involve.me, this workflow will add or update the contact in your VanillaSoft app. Save time and maintain accurate data, as you no longer need to manually transfer information between the two platforms.
- When this happens...
- automatically do this!Add/Update Contact
Add or Update a Contact.
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involve.me ProjectRequired
Try ItVanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
Try It
About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.