1.Captures new contact event
Integrate 17hats and contact enrichment tools to capture each new contact and source fields for follow-up card creation.
Create lead card from new contact for follow-up
Automatically convert new contact events across 17hats into follow-up-ready cards in Trello. Create and update follow-up cards when new contact added, qualifying lead tag matches, or follow-up window startsβso you can prioritize outreach, assign owners, and set due dates without manual follow-up.
How this automation turns contacts into follow-up cards
When new contact events hit your lead pipeline, follow-up context gets lost and outreach gets delayed. This automation captures contact details and creates and updates Trello follow-up cardsβso your team can act fast without building cards manually.
17hatsor swap with your favorite app
2.Creates follow-up card
Integrate Trello and project management tools to create a card with contact name, company, email, phone, and notes in your list.
Trelloor swap with your favorite app
3.Updates card owner and due date
Integrate Trello and task scheduling tools to assign the owner and set the card due date from the follow-up window.
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