Create or update Keap contacts when new prospects are added in The Customer Factor
When a new prospect is added in The Customer Factor, streamline your workflow by instantly updating or creating a contact in Keap. This automation not only saves you time by reducing manual data entry but also ensures that your contact information in Keap remains accurate and up-to-date. Get back to growing your business by letting this workflow handle your data updates in real time.
When a new prospect is added in The Customer Factor, streamline your workflow by instantly updating or creating a contact in Keap. This automation not only saves you time by reducing manual data entry but also ensures that your contact information in Keap remains accurate and up-to-date. Get back to growing your business by letting this workflow handle your data updates in real time.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It