Simplero + webCRM + Formatter by Zapier
Create webCRM contacts from Simplero purchases
When you receive new Simplero purchases they will automatically be added to webCRM as new contacts. If the Organization name and/or the Contact person already exist in webCRM they will only be updated. An Activity is also created in webCRM, if you, for example, want to follow-up on the purchase, or if you just wish to have the purchase logged as a completed Activity in webCRM.
When you receive new Simplero purchases they will automatically be added to webCRM as new contacts. If the Organization name and/or the Contact person already exist in webCRM they will only be updated. An Activity is also created in webCRM, if you, for example, want to follow-up on the purchase, or if you just wish to have the purchase logged as a completed Activity in webCRM.
- When this happens...New Purchase
Will be fired whenever a new purchase is made in Simplero.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Create or Update Organisation
Creates or updates an organisation.
- then do this...Create or Update Person
Creates or updates a person.
- then do this!Create or Update Activity
Creates or updates an activity.
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