Create persons in Reply when new tags are added to contacts in Rally Corp
Tired of manually managing your contact data? Save a step with this automation. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same person in Reply.
Tired of manually managing your contact data? Save a step with this automation. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same person in Reply.
- When this happens...Triggers When a Tag Is Added
Fetches contact details whenever a tag is added
- automatically do this!Create\Update Person
Creates\Updates a person.
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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
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Try ItNew Link Clicked
Triggers when a person clicks your link in email.
Try It