Less Annoying CRM + NiceJob
Create or update persons in NiceJob for every new contact in Less Annoying CRM
Stay organized and ensure you never miss a connection with this workflow. When you add a new contact to your Less Annoying CRM, it initiates an automatic process to create or update a person in your NiceJob app. This seamless transition reduces manual data entry and ensures your outreach or follow up efforts are always up to date with the most recent contact information.
Stay organized and ensure you never miss a connection with this workflow. When you add a new contact to your Less Annoying CRM, it initiates an automatic process to create or update a person in your NiceJob app. This seamless transition reduces manual data entry and ensures your outreach or follow up efforts are always up to date with the most recent contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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Hook should trigger for actions taken by:Required
Try ItHook should trigger for actions taken by:Required
Try ItContactRequired
Note
Pipeline Item to updateRequired
Status
Note
Hook should trigger for actions taken by:Required
Try ItRecord TypeRequired
User to assign contact toRequired
Contact to editRequired
User to assign contact to
ContactRequired
GroupRequired
