Create or update Keap contacts from new Jobber quotes
Keep your contact list updated in Keap whenever a new quote is generated in Jobber. This automation ensures that each time a new quote is made in Jobber, the corresponding contact information is instantly created or updated in Keap. Thus, streamline your workflow and eliminate the need for manual data entry, while also ensuring that you always have the most current customer data in your CRM.
Keep your contact list updated in Keap whenever a new quote is generated in Jobber. This automation ensures that each time a new quote is made in Jobber, the corresponding contact information is instantly created or updated in Keap. Thus, streamline your workflow and eliminate the need for manual data entry, while also ensuring that you always have the most current customer data in your CRM.
- When this happens...New Quote
Triggers when a quote is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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