Spotler CRM
Create contacts in Spotler CRM for new or updated accounts
Keep your CRM up-to-date with this efficient workflow that connects Spotler CRM's account updates to contact creation. Whenever a new or updated account is detected in your CRM, this process will quickly create a contact within the same platform. Save valuable time and maintain organized client information with this seamless automation.
Keep your CRM up-to-date with this efficient workflow that connects Spotler CRM's account updates to contact creation. Whenever a new or updated account is detected in your CRM, this process will quickly create a contact within the same platform. Save valuable time and maintain organized client information with this seamless automation.
- When this happens...New/Updated Account
Triggers on a new or updated account
- automatically do this!Create Contact
Finds a contact within your CRM.
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About Spotler CRM
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
