Create individuals in MemberSuite when new tags are added in Rally Corp
Wasting time manually adding contacts to your MemberSuite account? Save time with this automation. Whenever you add a new tag to a contact in your Rally Corp account, this integration will magically add the same contact to your MemberSuite account.
Wasting time manually adding contacts to your MemberSuite account? Save time with this automation. Whenever you add a new tag to a contact in your Rally Corp account, this integration will magically add the same contact to your MemberSuite account.
- When this happens...Triggers When a Tag Is Added
Fetches contact details whenever a tag is added
- automatically do this!Create Individual in CRM
Creates a new Individual in MemberSuite CRM.
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Tag NameRequired
Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)
Try ItPhone NumberRequired
First Name
Last Name
Email
Tags
Notes
Additional Custom Fields
Email AddressRequired
First NameRequired
Last NameRequired
Company NameRequired
Phone Number TypeRequired
Phone Number
Individual StatusRequired
Notes
Campaign NameRequired
Phone NumberRequired
First Name
Last Name
Additional Custom Fields
Workflow KeywordRequired
From NumberRequired
To NumberRequired