Create new Top Producer contacts from new Robly contacts
Easily transfer new contacts from Robly to Top Producer with this simple and effective workflow. As soon as you gather a new contact in Robly, it will instantly create a corresponding contact in Top Producer. This minimizes repetitive data entry, saves time and ensures your customer information is consistent across both platforms. So, you can focus more on nurturing relationships and less on manual tasks.
Easily transfer new contacts from Robly to Top Producer with this simple and effective workflow. As soon as you gather a new contact in Robly, it will instantly create a corresponding contact in Top Producer. This minimizes repetitive data entry, saves time and ensures your customer information is consistent across both platforms. So, you can focus more on nurturing relationships and less on manual tasks.
- When this happens...New Contact
Triggered when a new contact is added.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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New List
Triggers when a new list is created.
Try ItNew Unsubscribed Contact
Triggers when a contact is unsubscribed.
Try ItList NameRequired
Email ListRequired
EmailRequired
New Contact
Triggered when a new contact is added.
Try ItEmail ListRequired
Trigger Autoresponder
EmailRequired
Email List
EmailRequired
First Name
Last Name
Trigger Autoresponder
EmailRequired