Create SalesScreen activities for updated Keap contacts
Keep your sales team updated and focused with this efficient workflow between Keap and SalesScreen. When a contact is updated in Keap, it will automatically create an activity in SalesScreen to track the necessary information. Save time and ensure a seamless connection between your contact management and sales activities for a more organized and focused team.
Keep your sales team updated and focused with this efficient workflow between Keap and SalesScreen. When a contact is updated in Keap, it will automatically create an activity in SalesScreen to track the necessary information. Save time and ensure a seamless connection between your contact management and sales activities for a more organized and focused team.
- When this happens...Updated Contact
Triggers when an existing contact is updated.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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