Elevated CRM + Luxury Presence
Create or update Elevated CRM contacts with new or updated leads from Luxury Presence
Initiate seamless CRM updates when there's a new lead or lead activity in Luxury Presence. This workflow instantly creates or updates the contact information by email in Elevated CRM, ensuring your customer database remains current. This automation not only alleviates manual data entry tasks but also keeps your CRM up-to-date, enhancing efficiency in customer relationship management.
Initiate seamless CRM updates when there's a new lead or lead activity in Luxury Presence. This workflow instantly creates or updates the contact information by email in Elevated CRM, ensuring your customer database remains current. This automation not only alleviates manual data entry tasks but also keeps your CRM up-to-date, enhancing efficiency in customer relationship management.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItContact Updated
A contact is updated in Elevated.
Try ItPhone To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
Phone To Search ByRequired
Contact Created
Triggers when a contact is created in Elevated Network.
Try ItEmail To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
LInked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
Email To Search ByRequired
Id To Search ByRequired
