How to connect Vision6 + Solve CRM
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- Contact Was ReactivatedTriggers when a contact was reactivated in a list.Trigger
- Contact Was DeactivatedTriggers when a contact was deactivated from a list.Trigger
- Contact Has SubscribedTriggers when a contact has subscribed to a list.Trigger
- Contact Was UnsubscribedTriggers when a contact has unsubscribed from a list.Trigger
- Contact Was AddedTriggers when a new contact is added to a specified list.Trigger
- Contact Was UpdatedTriggers when a contact is updated in a specified list.Trigger
- Add a ContactInto a List you choose.Action
- Subscribe a ContactSubscribe a contact into your list.Action
- Vision6
From the List you choose.
Scheduled
Action
- Vision6
Into a List you choose.
Scheduled
Action
- Vision6
From the List you choose.
Scheduled
Action
- Vision6
Scheduled
Action
- Vision6
From the List you choose.
Scheduled
Action
- Solve CRM
Triggers when you add a new company.
Scheduled
Trigger
- Solve CRM
Triggers when you add a new contact.
Scheduled
Trigger
- Solve CRM
Triggers when a specific tag is applied to a contact.
Scheduled
Trigger
- Solve CRM
Triggers when a specific tag is applied to a contact.
Scheduled
Trigger
- Solve CRM
Triggers when you add a new user account.
Scheduled
Trigger
- Solve CRM
Triggers when you add a new workgroup.
Scheduled
Trigger
- Solve CRM
Create a new company.
Scheduled
Action
- Solve CRM
Create a new contact.
Scheduled
Action
How Vision6 + Solve CRM Integrations Work
- Step 1: Authenticate Vision6 and Solve CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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