Create Wheelbase customers from new Keap contacts
Effortlessly maintain accurate customer data in Wheelbase whenever a new contact is added in Keap. This automation creates a fresh Customer entry in Wheelbase using the information from your newly added Keap contact. Keep your systems in sync, improve data accuracy, and streamline customer management, all in one seamless workflow.
Effortlessly maintain accurate customer data in Wheelbase whenever a new contact is added in Keap. This automation creates a fresh Customer entry in Wheelbase using the information from your newly added Keap contact. Keep your systems in sync, improve data accuracy, and streamline customer management, all in one seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Create a new customer.
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