Add new Keap contacts as clients in Practice Better instantly
Ensure seamless client management by instantly transferring new contacts from Keap to Practice Better. With this workflow, each time a new contact is added in Keap, they are also automatically added as a client in Practice Better. This automation helps to eliminate manual data entry, saving time and ensuring consistent information across both platforms.
Ensure seamless client management by instantly transferring new contacts from Keap to Practice Better. With this workflow, each time a new contact is added in Keap, they are also automatically added as a client in Practice Better. This automation helps to eliminate manual data entry, saving time and ensuring consistent information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Client
Add a new client to your account.
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