Bestmate + Quo
Create or update Quo contacts when new customers are created in Bestmate
Effortlessly manage your contacts with this workflow. When a new customer is added in Bestmate, their contact details are sent directly to Quo. This seamless data transfer reduces manual entry and ensures that your contact list in Quo stays up-to-date with every new customer you acquire in Bestmate. Boost efficiency and keep your communication process smooth and efficient.
Effortlessly manage your contacts with this workflow. When a new customer is added in Bestmate, their contact details are sent directly to Quo. This seamless data transfer reduces manual entry and ensures that your contact list in Quo stays up-to-date with every new customer you acquire in Bestmate. Boost efficiency and keep your communication process smooth and efficient.
- When this happens...Customer Created
Triggers when a new customer is created in Bestmate.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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Booking Created
Triggers when a new booking is created in Bestmate.
Try ItEstimate Created
Triggers when a new estimate is created in Bestmate.
Try ItRequest Created
Triggers when a new request is received or created in Bestmate.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Company Name
Address - Street
Address - City
Address - State
Address - Zip/Postal
Address - Country
Customer Created
Triggers when a new customer is created in Bestmate.
Try ItInvoice Created
Triggers when a new invoice is created in Bestmate.
Try ItBooking TitleRequired
First NameRequired
Last NameRequired
Phone Number
Email
Address - Street
Address - City
Address - State
Address - Country
Address - Zip/Postal
Start Date & TimeRequired
End Date & TimeRequired
Request TitleRequired
First NameRequired
Last NameRequired
Phone Number
Email
Address - Street
Address - City
Address - State
Address - Country
Address - Zip/Postal
Start Date & Time
End Date & Time