Create Workboard action items for new Keap contacts
Easily stay on top of your new contacts in Keap by creating action items in Workboard with this seamless workflow. Whenever a new contact is added in Keap, an action item will be created in Workboard, helping you manage tasks and stay organized without any manual input. Improve your productivity and keep your contacts and tasks synchronized with this time-saving automation.
Easily stay on top of your new contacts in Keap by creating action items in Workboard with this seamless workflow. Whenever a new contact is added in Keap, an action item will be created in Workboard, helping you manage tasks and stay organized without any manual input. Improve your productivity and keep your contacts and tasks synchronized with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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