Add new Keap contacts to TrackVia as records
Ease your contact management between Keap and TrackVia through this workflow. Once a contact is made in Keap, it smoothly generates a corresponding record in TrackVia. This advanced process not only keeps your databases well-organized and updated, but also helps in maintaining accurate customer data, leading to well-informed business decisions and personalized customer interactions.
Ease your contact management between Keap and TrackVia through this workflow. Once a contact is made in Keap, it smoothly generates a corresponding record in TrackVia. This advanced process not only keeps your databases well-organized and updated, but also helps in maintaining accurate customer data, leading to well-informed business decisions and personalized customer interactions.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Record to View
Add a record to a view which you specify.
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