Create new Robly contacts from new contacts in Less Annoying CRM
Streamline your contact management process between Less Annoying CRM and Robly. When a new contact is added in Less Annoying CRM, this workflow springs into action and instantly creates a matching contact in Robly. Enjoy seamless data transfer and ensure no contact falls through the cracks.
Streamline your contact management process between Less Annoying CRM and Robly. When a new contact is added in Less Annoying CRM, this workflow springs into action and instantly creates a matching contact in Robly. Enjoy seamless data transfer and ensure no contact falls through the cracks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Adds a new contact.
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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