Solve CRM + TrueReview
Create requests in TrueReview for new tagged contacts in Solve CRM
Increase efficiency and manage customer interactions effectively with this workflow. When a new tagged contact is added in Solve CRM, it seamlessly initiates a request creation within the TrueReview app. This process not only expedites customer service requests but also optimizes task management, giving you more time to focus on your core business requirements.
Increase efficiency and manage customer interactions effectively with this workflow. When a new tagged contact is added in Solve CRM, it seamlessly initiates a request creation within the TrueReview app. This process not only expedites customer service requests but also optimizes task management, giving you more time to focus on your core business requirements.
- When this happens...New Tagged Contact
Triggers when a specific tag is applied to a contact.
- automatically do this!Create Request
Creates a request
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories
