Platsage
Update CRM pipeline statuses for new clients in Platsage
Streamline your customer management process by automating your CRM pipeline. With this Zap, whenever a new client is added to Platsage, their status is instantly updated on your CRM pipeline, ensuring accurate tracking and seamless workflow management. Focus on building relationships while the automation handles the details.
Streamline your customer management process by automating your CRM pipeline. With this Zap, whenever a new client is added to Platsage, their status is instantly updated on your CRM pipeline, ensuring accurate tracking and seamless workflow management. Focus on building relationships while the automation handles the details.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Update CRM Pipeline
Use this to update the CRM status in the pipeline after a certain action has been triggered.
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New Client
Triggers when a new client is created.
Try ItClient IdRequired
Phone numberRequired
Template NameRequired
Phone NumberRequired
Client NameRequired
Platform numberRequired
Client NumberRequired
ChatRequired
CRM Status
Phone NumberRequired
Client NameRequired
Platform numberRequired
Client NumberRequired