Create new SalesNexus contacts from new BizConnect contacts
When a new contact is added in BizConnect, this workflow ensures the same information is promptly created as a contact in SalesNexus. This automation streamlines your data management process, ensuring you have the most updated contact information in both platforms. Spend less time transferring data between systems and more time nurturing your business relations.
When a new contact is added in BizConnect, this workflow ensures the same information is promptly created as a contact in SalesNexus. This automation streamlines your data management process, ensuring you have the most updated contact information in both platforms. Spend less time transferring data between systems and more time nurturing your business relations.
- 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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New Contact
Triggers when a new contact is created.
Try ItRegardingRequired
Start TimeRequired
End Time
TypeRequired
Update Contact
Updates contact.
Create Opportunity
Creates a new opportunity.
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
Create Contact
Creates a new contact.
DetailsRequired
Update Opportunity
Updates opportunity.