Manage new Simpro customers by adding or updating them as contacts in LeadConnector
When a new individual customer emerges in Simpro, this workflow ensures their details are immediately added or updated in LeadConnector. It's an efficient way to consolidate your customer information in real-time between the two platforms. This process promotes accuracy in data handling and saves vital time from manual entry, improving your customer relationship management.
When a new individual customer emerges in Simpro, this workflow ensures their details are immediately added or updated in LeadConnector. It's an efficient way to consolidate your customer information in real-time between the two platforms. This process promotes accuracy in data handling and saves vital time from manual entry, improving your customer relationship management.
- When this happens...New Individual Customer
Triggers when an individual customer is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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