Create or update Ontraport contacts when new clients are added in Service Provider Pro
Boost your efficiency with this workflow that keeps your Ontraport contact list continually updated with new clients from the Service Provider Pro app. This set-up effortlessly manages your data, freeing up more of your time to focus on client relationships. Maintain a singular, accurate contact source to boost your services, all while maintaining consistency and concentration on delivery.
Boost your efficiency with this workflow that keeps your Ontraport contact list continually updated with new clients from the Service Provider Pro app. This set-up effortlessly manages your data, freeing up more of your time to focus on client relationships. Maintain a singular, accurate contact source to boost your services, all while maintaining consistency and concentration on delivery.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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