SweetAssist
Manage new SweetAssist contacts by creating additional contacts in SweetAssist
With this workflow, every time you acquire a new contact in SweetAssist, it will promptly create a new entry for that contact within the same app. This allows for seamless management of your expanding network, letting you focus on nurturing those connections rather than manual data entry tasks. Benefit from the efficiency and consistency of this automatic process, keeping your SweetAssist contact list up-to-date and organized.
With this workflow, every time you acquire a new contact in SweetAssist, it will promptly create a new entry for that contact within the same app. This allows for seamless management of your expanding network, letting you focus on nurturing those connections rather than manual data entry tasks. Benefit from the efficiency and consistency of this automatic process, keeping your SweetAssist contact list up-to-date and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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Contact TypeRequired
Updated At
Try ItEmail
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItEmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
Email
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItFIrst NameRequired
Last NameRequired
EmailRequired
Gender
Telephone
Nick Name
Work Email
Personal Email
Fax
Website URL
DBA name
Start Date
Previous Brokerage
Social Security Number
Corporation name
EIN
Date of Birth
Drivers License Number
Have you moved your Real Estate License (YES/NO)
Real estate license Number
Expiration Date
Issue Date
Real Estate Association
MLS Id
Notes
MLS Office ID
Mailing Address
Mailing Address 2
Zip Code
EmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
