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Keep In Touch

CRM (Customer Relationship Management)

Update Keep In Touch contacts when others are added

Need a little help making sure all your Keep In Touch contacts are appropriately cross-referenced? We can do all the busy work so you can focus elsewhere once this Zap is active. It will then trigger whenever you add a new contact on Keep In Touch, updating another contact on the system according to your settings so you don't have to.

Need a little help making sure all your Keep In Touch contacts are appropriately cross-referenced? We can do all the busy work so you can focus elsewhere once this Zap is active. It will then trigger whenever you add a new contact on Keep In Touch, updating another contact on the system according to your settings so you don't have to.

  1. When this happens...
    Keep In TouchKeep In Touch
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    Keep In TouchKeep In Touch
    Update Contact

    Update a contact in the database via an http form post.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Source

    • Category2

    • Category

    Trigger
    Scheduled
    Try It

    • Deal TypeRequired

    • Deal StageRequired

    • Deal StatusRequired

    • Deal Name

    • Probability

    • Amount

    • Commission

    • Open Date

    • Expected Close Date

    • Actual Close Date

    • Next Step

    • Note

    • Primary Contact ID

    Action
    Write

    • Contact IDRequired

    Action
    Write

    • Status

    • Deal Type ID

    • Add Date After

    • Close Date After

    • Closed Date Before

    • Custom Fields

    • Related Contacts

    Action
    Write

    • Team Member ID

    • Deal Name

    • Deal Type

    • Deal Stage

    • Deal Status

    • Probability

    • Amount

    • Commission

    • Opened Date

    • Expected Close Date

    • Actual Closed Date

    • Note

    • Primary Contact ID

    Trigger
    Scheduled
    Try It

    • First NameRequired

    • Last NameRequired

    • Other Firstname

    • Other Lastname

    • Company

    • Address

    • City

    • State

    • Postalcode

    • Phone1

    • Fax

    • Email

    • Custom1

    • Memo

    • Category

    • Source

    • Category2

    • Custom2

    • Custom3

    • Custom4

    • Custom5

    • Custom6

    • Custom7

    • Custom8

    • Custom9

    • Custom10

    • Custom11

    • Custom12

    • Custom13

    • Custom14

    • Custom15

    • Custom16

    • Custom17

    • Custom18

    • Custom19

    • Custom20

    Action
    Write

    • EmailRequired

    Action
    Write

    • Identify MethodRequired

    • Identify ValueRequired

    • NoteRequired

    Action
    Write
keep-in-touch logo
keep-in-touch logo

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.
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Related categories

  • CRM (Customer Relationship Management)

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