Clientify + Panda IDX
Create new contacts in Clientify for each new contact in Panda IDX
Keep your real estate contact management streamlined and efficient using this workflow. When you get a new contact in Panda IDX, it instantly creates a corresponding contact in Clientify. This process saves you time, ensures there are no missing contacts, and allows you to focus on relationship-building rather than data entry.
Keep your real estate contact management streamlined and efficient using this workflow. When you get a new contact in Panda IDX, it instantly creates a corresponding contact in Clientify. This process saves you time, ensures there are no missing contacts, and allows you to focus on relationship-building rather than data entry.
- When this happens...New Contact
Triggers when there is a new contact.
- automatically do this!Create Contact
Creates a Contact in Clientify
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New Contact
Triggers when there is a new contact.
Try ItNew Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
