Create contacts in Salesmate for new contacts added in Vuepak
Ensure your sales team doesn't miss a beat with this workflow. Whenever a new contact is added in Vuepak, it instantly creates a matching contact in Salesmate. It's a seamless way to keep your customer information up-to-date across both platforms and allows your sales team to quickly engage with new contacts.
Ensure your sales team doesn't miss a beat with this workflow. Whenever a new contact is added in Vuepak, it instantly creates a matching contact in Salesmate. It's a seamless way to keep your customer information up-to-date across both platforms and allows your sales team to quickly engage with new contacts.
- When this happens...New Contact Added
Triggers when a new contact is created in an address book.
- automatically do this!Create Contact
Creates a new Contact, probably with input from previous steps.
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Address BookRequired
Try ItAddress BookRequired
Try ItAddress bookRequired
Source Contact ID
EmailRequired
First NameRequired
Last Name
Job Title
Company
Company Phone Number
Extension
Direct Number
Mobile
Address Line 1
Address Line 2
City
State
Zip Code
Country
Industry
Website
Linkedin
X
Facebook
Tags
New De-Activated User
Triggers when a user is de-activated.
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Address BookRequired
Try ItAddress bookRequired
Source Contact ID
EmailRequired
First NameRequired
Last Name
Job Title
Company
Company Phone Number
Extension
Direct Number
Mobile
Address Line 1
Address Line 2
City
State
Zipcode
Country
Industry
Website
Linkedin
X
Facebook
Tags
New User
Triggers when a new user created.
Try ItNew Activity
Triggers when a new activity is created.
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