Create new Service Fusion customers from new Keap contacts
With this workflow, the moment a new contact is added in Keap, a corresponding customer profile is created in Service Fusion. Manage your customer database efficiently by connecting Keap and Service Fusion to save time and minimize data entry errors. This streamlined process ensures seamless data transfer for efficient task assignment.
With this workflow, the moment a new contact is added in Keap, a corresponding customer profile is created in Service Fusion. Manage your customer database efficiently by connecting Keap and Service Fusion to save time and minimize data entry errors. This streamlined process ensures seamless data transfer for efficient task assignment.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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