Update PitBullTax Software clients/prospects when Kommo contacts are updated
Keep your client and prospect information updated across platforms with this seamless workflow. When you update a contact in the Kommo app, it will automatically create or update a client or prospect in the PitBullTax Software app. Stay organized and save time by ensuring contact information is always in sync between the two apps.
Keep your client and prospect information updated across platforms with this seamless workflow. When you update a contact in the Kommo app, it will automatically create or update a client or prospect in the PitBullTax Software app. Stay organized and save time by ensuring contact information is always in sync between the two apps.
- When this happens...Contact Updated
Triggers when contact is updated.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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